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Advanced automationNEW

Design workflows by dragging blocks onto a canvas: triggers, conditions, waits and actions connect like a map. Put a first-touch SLA on every new lead, nurture the ones that went cold, and fire cadences and email sequences that exit on their own the moment a lead replies, all backed by idempotent scheduled steps that never run twice. It’s the kind of automation other CRMs lock behind their priciest tier; here it’s free.

  • Visual no-code canvas: drag triggers, conditions, waits and actions and see the whole flow at a glance.
  • First-touch SLA with escalation: if nobody works a new lead in time, it escalates automatically.
  • A "Fill field with AI" action: let the workflow complete fields from the record’s own context.
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Free in Sellio, you only pay for the machine

Visual automation, SLA with escalation and email sequences are usually a pricey add-on elsewhere. On Sellio they’re included in the free plan: you only pay for the machine.

Benefits

No lead goes cold unanswered

Automatic nurturing and re-engagement wake up stalled leads with the right message at the right time, without relying on a rep’s memory.

First touch always on time

The SLA times every new lead and escalates to a manager if the clock runs out, so response speed never comes down to luck.

Less manual work, more selling

Activity cadences and email sequences handle the repetitive follow-up so the team spends its energy where a human decision matters.

Fuller data without typing

The Fill field with AI action uses the record’s context to complete information, cutting empty fields and rework.

Scale without noise

Because they’re idempotent, flows run across thousands of contacts with no risk of duplicate emails or phantom tasks.

Why Sellio

A real graphical builder, not a list of rules buried in menus but a map anyone on the team can read.

Idempotent scheduled steps: every stage runs exactly once, with no duplicate emails or tasks even if something reprocesses.

Sequences with automatic exit: when a lead replies or advances, they leave the cadence on their own, with no awkward follow-up.

This level of automation usually costs a lot on other platforms; on Sellio it’s part of the free plan.

A map, not a maze of rules

On the canvas you connect each step with a line and see the lead’s full journey: the trigger that starts it, the conditions that branch, the waits between steps and the final actions. Because it’s all visual, reviewing, tweaking or explaining a flow to the team takes minutes, and nobody needs to know how to code.

Reliable because it’s idempotent

Sales automation touches money and reputation: sending the same email twice or spawning duplicate tasks destroys trust. Every scheduled step carries a deterministic key, so even if the queue reprocesses, the action happens exactly once. You automate at scale without fear of noise.

How it works
  1. 1

    Drag a trigger onto the canvas (new lead, stage change, field updated).

  2. 2

    Connect conditions, waits and actions, including "Fill field with AI".

  3. 3

    Set SLAs and exit conditions for escalation and automatic stop.

  4. 4

    Publish the flow and watch each idempotent run in real time.

Use cases

A new lead arrives at 2 a.m.

The trigger fires instantly, creates the first-touch task, starts the SLA clock and, if nobody responds in time, escalates to the lead, with no waiting for business hours.

An opportunity stalled for two weeks

The flow detects the stall and kicks off a re-engagement sequence, shifting the message tone and booking a human follow-up if the lead reacts.

A sequence that must stop at the right moment

The instant the contact replies or moves stages, the exit condition removes them from the cadence automatically, avoiding that embarrassing follow-up email after they’ve already answered.

Frequently asked
Do I need to know how to code to build a flow?

No. The builder is a visual canvas: you drag triggers, conditions, waits and actions, with no code to write.

Could the same email get sent twice by mistake?

No. Every scheduled step carries a deterministic (idempotent) key, so even if something reprocesses, the action happens exactly once.

What is the first-touch SLA?

It's a clock that runs on every new lead and automatically escalates to the manager if nobody responds in time.

Can the automation fill fields on its own?

Yes. The "Fill field with AI" action completes information using the record's own context.

How does an email sequence know when to stop?

The instant the contact replies or moves stages, the exit condition removes them from the cadence automatically.

Can it re-engage leads that went cold?

Yes. The flow detects the stall and kicks off a re-engagement sequence, shifting the message tone.

Is this level of automation billed separately?

No. This level of automation is usually locked behind a pricier tier elsewhere; on Sellio it's part of the free plan.

Can I review the whole flow at once, without opening menu after menu?

Yes. The canvas shows the full flow map on one screen, so reviewing or explaining it to the team takes minutes.

Does the automation work outside business hours?

Yes. Triggers fire at any time, for example creating the first-touch task and escalating the SLA even at 2 a.m.

Try it at no cost

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Advanced automation · Sellio