Easy Tech TutsHow to Create Automations in Brevo Easily 2026
By Impran M N
Manually tracking every new lead and sending follow-up emails one by one doesn't scale. This guide shows how to use Brevo's visual workflow editor to build a multi-step automation, starting with an entry trigger like a list signup, adding delays and conditional splits, and finishing with a test before activating it live. It's written for anyone setting up their first welcome sequence or nurture flow.
01Start a new automation
Go to Automations, then Workflows, and click Create an automation, choosing either a blank layout or a ready-made welcome sequence.
02Set your entry point
Click Add an entry point and choose what triggers the workflow, such as a contact being added to a specific list.
03Add a delay
Click the plus icon below your entry node and add a time delay block, such as waiting two days before the next action.
04Add an email action and branching logic
Add a Send an email step using a saved template, and optionally drag in a conditional split block to route contacts based on behavior like email opens or clicks.
05Test and activate
Use the Test the workflow tool to verify execution paths, then click Activate automation to launch the sequence live.
Frequently asked questions
What can trigger a Brevo automation to start?
Common entry triggers include a contact being added to a list, a profile attribute update, or a custom website event.
Can I test my automation before it goes live?
Yes, use the Test the workflow tool in the top console ribbon to verify exit conditions and pathways before activating.
Can automations send more than just emails?
Yes, workflows can combine email dispatches, SMS campaigns, and CRM task creation within the same sequence.
How do I branch contacts down different paths in an automation?
Use a conditional split block to route users based on behaviors like whether they opened a specific email or clicked a link.
Watch the full walkthrough
The same steps, demonstrated on screen from start to finish.
