---
title: "Automations & Workflows"
description: "Triggers, conditions, delays, and campaigns that run follow-up for you."
url: https://unlockedcrm.ai/help/automations-workflows
canonical: https://unlockedcrm.ai/help/automations-workflows
updated: 2026-08-31
publisher: unLocked CRM
---

# Automations & Workflows

Triggers, conditions, delays, and campaigns that run follow-up for you.

## Articles

- [How do I set up an ACA lead follow-up automation?](https://unlockedcrm.ai/help/automations-workflows/how-do-i-set-up-an-aca-lead-follow-up-automation.md): Create a workflow triggered by New contact where source equals your ACA lead vendor. Add an immediate text, a call task, and a two-day email sequence, and exit the workflow the moment the client replies or an application is submitted.
- [How do I automate policy renewal reminders?](https://unlockedcrm.ai/help/automations-workflows/how-do-i-automate-policy-renewal-reminders.md): Use the renewal date on the policy record as the trigger and count backward. A standard cadence is 90, 60, and 30 days out, plus an immediate alert whenever a rate increase above your threshold is detected.
- [How do I stay TCPA compliant when texting clients?](https://unlockedcrm.ai/help/automations-workflows/how-do-i-stay-tcpa-compliant-when-texting-clients.md): Capture and store proof of consent, include opt-out language, honor STOP instantly, respect quiet hours and time zones, and keep a full message history on every contact. The platform enforces each of these at send time.