Follow-ups and automations Live

Landing Zone has two automation types today: Daily Email Outreach and Daily SMS Outreach. Both follow the same principle — the automation drafts, a person approves. Nothing sends unattended.

How it works#

Drafts, not sends#

On its schedule, an automation generates a batch draft in PENDING REVIEW status. The draft waits there until someone reviews and approves it — the scheduler never sends on its own.

The same batch pipeline#

Automation-generated drafts flow through the standard batch lifecycle: the pre-send preview, the SMS eligibility checks (consent, cooldown, suppression, line type, quiet hours), and the same send controls once approved.

Owner and admin control#

Only Owners and Admins manage automations. Agents work the resulting conversations, but creating, changing, pausing, and resuming automations is restricted.

Operating controls#

Each automation can be paused and resumed. Test mode with designated test contacts lets you exercise an automation safely — test contacts bypass the SMS cooldown so repeated test runs work. Logs and diagnostics show what each run generated and why.

When to use it#

Use an automation when you want a steady daily outreach cadence without hand-building each batch: the scheduler prepares the day's draft, and your team's only recurring job is to review and approve it — or pause the outreach when plans change.

What's planned#

A broader automation hub, AI-assisted calling, and third-party workflow integrations are planned but not available today — this page documents only what ships now. Two AI capabilities have their own pages: Inbound AI and Outbound AI, both coming soon.

Limitations#

• Daily Email Outreach and Daily SMS Outreach are the only automation types today.
• Every automation-generated batch requires manual approval. There is no fully unattended sending, by design.
• Automations are Owner/Admin only.
• There are no third-party workflow triggers or integrations yet.

Frequently asked questions#