Automations

Build intelligent workflows that run without manual intervention

Workflow Builder

The Lane Command Workflow Builder lets you create multi-step automation sequences that span voice, SMS, and email — triggered by real-time events from your CRM, lead activity, or AI signal detection.

Triggers

CRM stage change
Lead score threshold
Missed inbound call
Form submission
No-show event

Conditions

Lead score range
Vehicle of interest
Days inactive
Last channel used
Time of day / day of week

Actions

LANE AI voice call
Send SMS
Send email sequence
Update CRM field
Notify team via Slack

Common Automation Use Cases

Hot Lead Auto-Routing

When a lead score crosses 85+, LANE AI immediately initiates a voice call, sends an SMS, and notifies the assigned rep — all within 90 seconds of the signal.

Missed Call Callback

When an inbound call goes unanswered or hits voicemail, LANE AI calls back within 2 minutes, greets the caller by name, and attempts to qualify and book.

No-Show Re-Engagement

When a prospect misses their appointment, a recovery workflow triggers same-day with a LANE AI call, followed by an SMS and email with a direct reschedule link.

Cold CRM Reactivation

Leads inactive for 30+ days enter an AI-personalized re-engagement sequence referencing their original vehicle interest and any inventory updates.

Best Practices

Start with a single trigger per workflow — avoid complex branching until you understand baseline performance.
Use time-of-day conditions to restrict outreach to business hours unless your dealership has 24/7 coverage enabled.
Set a maximum contact attempts cap (3–5 touches) per lead per recovery cycle to prevent over-contacting.
Review workflow analytics weekly and A/B test message variations to continuously improve recovery rates.