Surface · Engage
Workflows, broadcasts and revenue automation. Every tap fires the next email, SMS or push — and every paid block rolls up to one revenue board.
Workflow
Welcome a new tap
Active · 312 runs this week
Card tapped
TriggerWhen · any card
Wait 5 min
Then · pause
Send email
"Nice to meet you, {name}"
Tag · warm-lead
Apply on connection
Slack #sales
"New tap · {name}"
Last run · just now
● LiveDrag a trigger (tap, signup, purchase, no-contact-in-30d) to an action (email, SMS, push, tag, Slack ping) and the engine takes it from there — every contact runs through the same flow without you lifting a finger.
Workflow builder
When this fires, do this
Trigger
Then
Wait 5 min
delay
Send welcome email
template · 92% open
Tag · warm-lead
on contact
Ping #sales
Slack · @james
Add a step
Card tap, Page purchase, Network status change, Event check-in, Stream go-live — every surface emits triggers your workflows can hook into. Engage is the connective tissue between them.
Triggers
Every surface, every event
Card · tap
Pages · purchase
Network · status
Events · check-in
Stream · go-live
Engage
One workflow can hook into any of the five surfaces
Email, SMS or push to filtered segments — by tag, last source, lifetime spend or recency — with delivery, open and click reporting per send. One composer, three channels, the same audience graph.
Broadcast
Send to your audience
Audience
Subject
New offer just dropped — VIPs first
Delivered
0/ 1,287
Every paid block — course, subscription, event ticket, tip jar — rolls up to a single MTD revenue line, with per-block conversion and refund tracking. Stop hunting through Stripe to know how the month went.
Revenue · MTD
£9,572
+28% vs last month
Course · Cold Outreach
30 buyers
£4,470
Membership · Founders
30 active subs
£2,970
Event · Tonight
52 tickets
£1,820
Tips & micro-purchases
24 tips
£312
Ask the assistant to draft a broadcast, write a follow-up, or wire a workflow — it writes the copy and the trigger logic in the same chat, ready to ship in one tap.
Engage assistant
Describe it, ship it
Generated workflow
Wait 5 min
Send "thanks for stopping by"
Tag · met-at-event
Every engage capability, in one place.
Alerts that catch what stalled
Paused workflows, past-due subscriptions and failing integrations all surface in one strip — fix the leak before revenue leaks too.
CRM enrichment built in
Every captured contact runs through enrichment (Apollo, Hunter, DropContact) before it hits a workflow — so the right email lands at the right title.
A/B test sends in one click
Send two versions, route the winner automatically, see conversion lift in the same report — no spreadsheet shuffling.
Suppression & quiet hours
Honour quiet hours per recipient, suppress unsubscribes, throttle high-volume sends — deliverability stays clean without manual policing.
Subscriptions, refunds, dunning
Stripe-native subscription lifecycle — paused, resumed, refunded, dunning emails for failed cards — surfaced inline in Engage.
Integrations as workflow steps
Slack, Notion, Sheets, Zapier, HubSpot, Salesforce — drop any integration into a workflow as a step, not a separate setup.
Reports per surface
See which workflows came from Card taps vs Page buyers vs Event check-ins — so you double down on what actually fires.
Webhooks both ways
Outbound webhooks fire on every workflow event; inbound webhooks let your own systems trigger Engage workflows.
Block catalog of paid offers
Drop a course, subscription, tip jar or event-ticket block on any card — instantly tracked in Engage revenue.