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How to Build and Refine a Multi-Step Automation in Patch.ai Before Saving

Link to Loom

https://loom.com/share/dd6b74d46c1944baa9deb14a999fa2b5

1. Start with a campaign goal in Patch AI

  • Open the Patch AI widget.
  • Enter a simple campaign prompt based on your goal.
  • Example prompt: Create a campaign for customers who have not visited in more than 60 days.
  • Patch AI generates an initial automation draft from that prompt.

 

2. Review the first draft before using it

  • Check the draft automation carefully before saving or using it.
  • Review the key parts of the flow:
    • Audience: who is being targeted
    • Timing: when the automation triggers
    • Message content: what the customer will receive
  • In this example, the draft:
    • Triggers once
    • Targets contacts who have not visited in 60 days
    • Sends a win-back message

 

3. Add another touchpoint to make the flow multi-step

  • If the first draft is too simple, ask Patch AI to expand it.
  • Use the widget prompt: Add another email touchpoint
  • Patch AI updates the automation instead of replacing it entirely.
  • The flow now includes multiple steps rather than just one message.

 

4. Confirm the updated automation structure

  • Review the new sequence of steps.
  • Example updated flow:
    • Original SMS message
    • Wait 3 days
    • Send a follow-up email
  • This creates a more complete win-back journey.

 

5. Refine the tone and goal of the messages

  • Use Patch AI to adjust the messaging style and intent.
  • Example refinement prompt:
    • Make it more fun
    • Focus on booking another visit
  • Patch AI can rewrite the message while keeping the automation structure intact.

 

6. Choose whether to keep or replace the suggested message

  • Review the rewritten message suggestion.
  • Decide whether to:
    • Discard it
    • Use it and replace the existing message
  • In the example, the updated SMS is accepted and replaces the original.

 

7. Review the full flow before saving

  • Do one final check of the complete automation.
  • Confirm:
    • Trigger timing
    • Audience targeting
    • SMS content
    • Email content
    • Delay between steps
  • Make sure the flow matches the campaign goal before enabling.

 

8. Key takeaway: build and refine step-by-step

  • Patch AIis not just for one-time prompts.
  • You can:
    • Start with a simple idea
    • Refine the automation step-by-step
    • Save only when the flow looks right
  • This makes it easier to build a stronger automation before launching it