Visual automation
Understand every step and branch without writing code.
← All features⌘AUTOMATION YOU CAN SEE.
Build the process once. Let Brandroof run it.
Connect triggers, conditions, messages, tasks and updates in a visual builder that turns your best process into a repeatable customer journey.
app.brandroof.com.au
BRANDROOF / WORKFLOW BUILDER
Workflow Builder
⌘
Live and connectedWorking across your customer journey
● ACTIVE1
TriggerStart from a lead, appointment, payment, tag or other event.
✓2
OrchestrateAdd messages, conditions, waits, tasks and record updates.
✓3
MeasureReview activity and improve the workflow as your business grows.
✓BUILT FOR BETTER MOMENTUMMore progress.
More progress.
Less busywork.
Flexible logic
Use timing, conditions and customer data to guide each journey.
Reliable execution
Make sure important follow-ups happen consistently and on time.
HOW IT WORKSSimple to set up.
Simple to set up.
Powerful in action.
Brandroof brings the moving parts together so your team can spend less time managing tools and more time growing the business.
STEP 1
Trigger
Start from a lead, appointment, payment, tag or other event.
STEP 2
Orchestrate
Add messages, conditions, waits, tasks and record updates.
STEP 3
Measure
Review activity and improve the workflow as your business grows.
CUSTOMER JOURNEY AUTOMATIONPart of your connected Brandroof platform
One customer viewEvery interaction stays connected
Built around your workflowPractical tools for growing businesses
EXPLORE THE EXPERIENCESee how Workflow Builder
See how Workflow Builder
works in real life.
Connect triggers, conditions, messages, tasks and updates in a visual builder that turns your best process into a repeatable customer journey. Choose a customer moment and explore what happens next.
Visual automation builderEXAMPLE DATA
JS
Jordan SmithNew website enquiry · Melbourne
● Active✓
Trigger receivedCustomer activity recorded
Ready○
Next step runningRelevant details connected
Next○
Customer updatedNext action ready for your team
NextInteractive example using sample customer data.
MORE THAN A SINGLE FEATUREEverything you need
Everything you need
to make it work.
Workflow Builder works best when the details, people and next steps are connected. Explore the practical capabilities that support your team every day.
Visual workflow design
Map your customer journey in understandable steps so your team can see what happens after an enquiry, booking, payment or other key event.
Included in your connected platform →Useful starting triggers
Begin an organised journey when a form arrives, an appointment is created, a stage changes or a practical customer milestone is reached.
Included in your connected platform →Timing that makes sense
Use appropriate waits and follow-up windows so customers receive communication at the point that suits the experience.
Included in your connected platform →Customer-aware conditions
Shape different pathways around the information you know, the customer’s interests and the outcome your team is trying to achieve.
Included in your connected platform →Messages and team actions
Connect customer communication, internal reminders, ownership changes and record updates in one practical process.
Included in your connected platform →Workflow visibility
Understand what the journey is designed to do and refine the process as your business grows and customer needs change.
Included in your connected platform →MADE FOR REAL BUSINESSESDifferent businesses.
Different businesses.
One clearer journey.
Explore practical ways Workflow Builder can support the customer moments that matter.
EXAMPLE SCENARIO · BRIGHT WATER FILTRATION
New-lead journey
The customer challenge
New enquiries need a fast response and a clear next step.
How Workflow Builder helps
See this for your business →Capture the form, update the contact, send a helpful introduction and create a team follow-up.
YOUR CONNECTED CUSTOMER JOURNEYA more organised
⌘
A more organised
next step.
The first stages of the customer journey happen more consistently without manual coordination.
Customer context connected
FOLLOW THE CUSTOMER JOURNEYEvery moving part.
Every moving part.
Working together.
Select a step to see how Workflow Builder supports a clear, connected customer experience from the initial moment to the next action.
A customer takes action
Website enquiry creates a clear starting point in Workflow Builder.
Connected to your Brandroof customer record
EXPLORE THE OPPORTUNITYWhat could a clearer
What could a clearer
process uncover?
Adjust the example inputs to see how many customer moments may not currently have a consistent process. This is an illustrative planning tool, not a performance prediction.
customer moments without
a consistent process
Out of 120 monthly repeatable customer tasks, around 78 are already covered by the process you selected.
65% currently covered · 35% worth reviewingExplore your customer journey →
BETTER AS ONE PLATFORMWorkflow Builder is only
Workflow Builder is only
the beginning.
Connect this feature with the rest of Brandroof to create a smoother experience for your customers and a clearer process for your team.
QUESTIONS, ANSWEREDEverything you want
Everything you want
to know.
Practical answers to common questions about using Workflow Builder in your business.
Ask the Brandroof team →Do I need to write code to build a workflow?+
Brandroof’s workflow approach is designed around understandable triggers, steps, timing and customer actions so practical journeys can be organised visually.
What can start an automated journey?+
Useful triggers depend on your setup and may include a new form enquiry, customer event, appointment, sales-stage change or relevant payment milestone.
Can a workflow combine messages and team tasks?+
Yes. A connected journey can coordinate customer communication, reminders, record updates and the internal actions that keep your team informed.
Can workflows be adjusted over time?+
Your customer journey can evolve as you learn what customers need, refine your timing and improve the way different parts of the business work together.
How do I get started with Workflow Builder?+
Book a Brandroof demo and explain how your business currently handles repeatable customer tasks. The team can help you explore a setup that suits your services, customer journey and existing priorities.
⌘
See Workflow Builder in action →Workflow BuilderUnderstand every step and branch without writing code.
Put Workflow Builder
to work today.
See how Brandroof can connect your customer journey, automate the repetitive work and help your team grow.
14-day free trial · No credit card · Cancel anytime