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How to Setup Automation / Workflows on Dubb?

Learn how to set up automation and workflows on Dubb with this step-by-step guide. Read the article for details.

Darius avatar
Written by Darius
Updated over 2 weeks ago

Prerequisites Before Starting

To ensure a smooth experience, complete these steps before building a workflow:

  • Upload contacts to Dubb CRM

  • Create the videos you plan to use

  • Set up call-to-action (CTA) buttons

  • Connect your email provider (Gmail, Outlook, SendGrid, etc.)

  • Create emails or SMS messages under the Workflows section (not under Campaigns)


Here's a Step-by-step article for managing contacts:
https://support.dubb.com/en/articles/5764552-how-to-manage-contacts


Here's a quick video:

Step-by-Step Instructions to Create a Workflow

1. Define the Goal of Your Workflow

Start with clarity. Are you trying to book a meeting? Onboard a new lead? Re-engage a cold contact? This will help determine your email sequence, triggers, and timing.

2. Go to Automation > Workflows

From your Dubb dashboard, navigate to the Automation section and click on Workflows.

3. Create the Emails or SMS to Use

Before you add steps to a workflow, ensure your messages are ready. These can be created under the Emails or SMS tabs within Workflows.

4. Set Up the Workflow

  • Name your workflow – Example: “3-Day Booking Sequence”

  • Choose a Trigger Type – Recommended: “Tag Added”

    • Tags can be added manually, on import, or via Zapier.

    • You can also trigger based on video views, page views, or CTA clicks.

Tip: Using "Tag Added" gives you the most control and flexibility.

5. Add a Delay Step (Recommended)

Insert a short delay (e.g., 1 hour or 1 day) before the first message is sent. This prevents immediate emails and ensures recipients receive them at a strategic time.

6. Send the First Email

Choose from your pre-written emails. You can also personalize with dynamic video and CTA.

7. Insert Logic with “If/Then” Branches

This lets you build smart workflows:

  • IF a recipient clicks the CTA (e.g., “Book a Call”), THEN remove the tag and stop the sequence.

  • ELSE send the next follow-up email with a different message or video.


8. Set Workflow Preferences

  • Enable: “Only trigger this once” to avoid sending the same sequence twice to the same contact.

  • Agree to Terms of Service to proceed.

9. Launch Your Workflow

After building your sequence:

  • Click Turn On Workflow

  • Add the appropriate tag to a contact (manually, by import, or via Zapier)

  • The workflow will begin automatically


Managing and Monitoring Your Workflow

  • Go to Automation > View Results to:

    • Track contacts in the workflow

    • Manually stop contacts

    • Filter by workflow step

    • Search for specific contacts

By following these steps, you can efficiently send and track video messages using automated workflows, optimizing your email campaigns and ensuring effective communication with your contacts.



Ready to Go Further with Dubb?

If you're on a free or basic plan, upgrading gives you access to:

  • Full video tracking analytics

  • Advanced automation features

  • Unlimited custom CTAs

  • Priority support and expert training

Level up your outreach today.


If you need more personalized help, Dubb's support and training teams are ready to assist you every step of the way. Keep creating, sharing, and succeeding!

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