Create a Welcome Automation in Patch AI

Link to Loom

https://loom.com/share/d788cf43789e459d9a0c6d1e8483b26e

1. Define the automation goal 0:00

• Create a simple welcome automation in Patch AI.
• The example goal is: send a welcome email two hours after a new contact is created.
• Start with a clear outcome so Patch AI can generate the right workflow.

2. Enter a prompt in Patch AI 0:13

• You can type your prompt on the home screen or in the Patch AI widget.
• Example prompt: "When a contact is created, wait two hours, then send a welcome."
• Keep the prompt direct and specific so the automation is built correctly.

3. Let Patch AI build the workflow 0:32

• Patch AI uses your prompt to generate the automation structure.
• The expected flow should include:
  • a contact trigger
  • a two-hour delay
  • an email send step
• Check that the generated steps match the intent of your prompt.

4. Review and refine the automation 0:46

• Review the basic structure carefully.
• Confirm the trigger and the delay are correct.
• Use follow-up prompts or edits to refine the automation.
• Add any needed details such as:
  • images
  • call-to-action buttons
  • email content adjustments
• Then save, approve, and close the automation.

5. Use clear prompts for future automations 1:05

• The main workflow is:
  • start with a clear prompt
  • let Patch AI generate the automation
  • refine it with follow-up prompts
  • save when it matches your needs
• This approach works for building automations quickly and accurately in Patch.