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Describe your first automation
Say what should happen and when, in your own words. Aalteo plans it, builds it and tests it with you.
Last updated: November 12, 2026
You don't pick steps from a menu. On Home, type what you want in the box that says "Describe a new automation" and press Build it.
What to write
- What starts it: "when someone fills my website form", "every evening at 7", "when a new enquiry email arrives".
- What should happen: "WhatsApp them", "add them to my Google Sheet", "email me a summary".
- Anything you'd tell a new assistant: who counts as a serious lead, who should be told, what to hold for your OK.
What happens next
- Aalteo may ask one or two questions. They are about your business, not about technology.
- You see the plan: each step in plain words, what you asked for, and anything that needs you.
- Press Proceed and it is built. Nothing runs for real until you switch it on.
Changing it later
Open the automation and type the change in the chat, for example "also send me a Slack message for serious leads". Aalteo shows you what it changed, and you can ask it to undo the last change.