Custom Flow Automation
To create a Custom Flow Automation, go to the All Automation page and click the New Automation button. Inside this section, you will see 51 ready-to-use automation templates. Choose the Custom Flow template.
This will open the Custom Flow Automation builder, where you can configure the triggers, messages, and interaction flow.
To open this page, navigate to:
Navigation: Dashboard → All Automations → New Automation → Custom FlowWhat You Can Do on This Page
The Custom Flow Automation feature allows you to build a flexible and personalized conversation flow that automatically interacts with users through Direct Messages (DMs). Unlike simple automations that only send a link or a single response, Custom Flow lets you design a multi-step interaction where users can choose options, answer questions, and receive different responses based on their actions.
This automation is useful when you want to guide users through a structured conversation, such as helping them answer common questions, providing multiple resources, collecting information, or directing them to different parts of your content.
With Custom Flow Automation, you can create a dynamic DM experience where users interact with buttons, messages, and optional steps before receiving the final response. This makes conversations more engaging and allows you to automate complex workflows without manually replying to every message.
Like other automations in the dashboard, Custom Flow Automation can be triggered through multiple interaction categories, including DM, Post Comment, Reel Comment and Story Reply. Depending on how you want users to start the conversation, you can create the automation under any of these categories.
Platform & Connections
In this section, the selected platform will already be configured based on the template you chose. The automation can run on either Instagram or Facebook.
If the platform connection shows as disconnected, you can reconnect your account by going to the Settings page.
Below that, you will see the Connected Account setting. Here, you need to select the account where the automation should run.
For Instagram, only one account can be connected at a time, so it will appear automatically.
For Facebook, if you manage multiple pages, you must select the specific page where the automation should be applied. One page may already appear as the default page, based on the settings configured in the Connection Platform tab.
Automation Title
The Automation Title helps you organize and manage automations within the AutopubliX dashboard.
You can assign a descriptive title that clearly explains the purpose of the automation. For example, the title can describe the content being shared, such as a free guide link, downloadable resource, or training document. Using clear titles makes it easier to identify and manage multiple automations later.
When Someone (Trigger Settings)
This section defines how the automation is triggered when users interact with your account. The system provides multiple trigger options so the automation can respond to different types of engagement.
1. DMs You
This trigger activates the automation when a user sends you a Direct Message containing specific keywords defined in the And it includes section.
2. Comments On
This trigger runs when a user comments on a post or reel, and the comment matches the keyword conditions defined in the And it includes section.
You can choose how the automation should detect comments using the following options:
A Specific Post/Reel
This option allows you to select a particular post or reel from your account. When users comment on that specific content and their comment matches the defined keyword conditions, the automation will trigger.
By default, the latest post is automatically selected, but you can change this selection at any time.
You can also use the refresh icon to load recently published content. If you want to select older posts or reels, click Show All to open a popup window where additional content is displayed for selection.
If the automation template belongs to the Post category, only posts will appear in the list. If it belongs to the Reels category, only reels will be shown.
Any Post/Reel
This option triggers the automation when users comment on any post or reel on your account, as long as the comment includes the defined keywords.
Select Scheduled Post/Reel
This option is available for posts, reels, or stories that are scheduled through AutopubliX.
For example, if you scheduled a post using the Publish Options section, you can attach this automation to that scheduled content. Once the post is published, the automation will automatically become active and start responding to comments that match the trigger keywords.
Reply to Their Comments Under the Post
When the automation is triggered by a comment, the system can automatically reply to the user's comment directly under the post.
By default, 3 reply messages are already added. You can keep these replies, edit them, remove them, or add additional responses by clicking Add Another Message. The system can rotate these replies to keep responses more natural and varied.
3. Replies to a Story
This trigger activates the automation when a user replies to your Instagram or Facebook story.
You can configure how the system selects the story that should trigger the automation.
A Specific Story
This option shows the stories currently available on your account. When a user replies to the selected story and the reply matches the defined keywords, the automation will trigger.
By default, the latest story is selected automatically, but you can change it. You can also refresh the list to load newly published stories or click Show All to view additional stories.
Any Story
This option triggers the automation when a user replies to any story that meets the keyword conditions.
Select Scheduled Story
If you schedule stories through AutopubliX, you can attach automation to them before they are published. When the scheduled story goes live, the automation will automatically activate and trigger based on the defined conditions.
And It Includes
This section defines the keywords or conditions that activate the automation.
You can choose between two options.
A Specific Word or Words
The automation triggers only when a user's message, comment, or reply includes specific keywords that you define.
Any Word or Reaction
The automation triggers regardless of the message content. Any interaction that matches the trigger type will activate the automation.
They Will Get (Pre-DM Flow)
This section allows you to configure additional steps that occur before the final DM is delivered.
If all options in this section remain disabled, the user will directly receive the final DM defined in the And Then, They Will Get section.
Several optional steps can be enabled to create a more advanced interaction flow.
An Opening DM
This message is sent before the final DM. It can include a button, such as “Send me the link.”
When the user clicks the button, the automation automatically sends the final DM. The button text can be customized according to your message flow. A preview panel is available to show how the message will appear to the user.
DM Asking to Follow You
When this option is enabled, the system first checks whether the user follows your account.
If the user is not following you, they will receive a message asking them to follow your account along with a button such as “I followed you.”
Once the user follows the account and clicks the button, the final DM is sent automatically.
If the user clicks the button without actually following the account, the system will verify the follow status again and resend the same message.
Ask for Emails
This option allows you to collect the user’s email address before sending the final DM.
After the user submits a valid email address, the automation continues and sends the final DM containing the links.
All collected email addresses can be downloaded from the Download Email List option inside the automation. The data will be provided in a TXT file format.
You can also view all contacts collected from multiple automations by visiting the All Contacts section.
Ask for phone number
This option allows you to collect the user’s phone number before sending the final DM.
After the user submits a valid phone number, the automation continues and sends the final DM containing the links.
All collected phone numbers can be downloaded from the Download Phone List option inside the automation. The data will be provided in a TXT file format.
You can also view all phone numbers collected from multiple automations by visiting the All Contacts section.
And Then, They Will Get (Final DM)
This section defines the final response or outcome of the Custom Flow.
Before sending this message, the system verifies that all enabled steps in the Pre-DM Flow have been completed successfully. Once those steps are finished, the automation sends the final DM.
Once the required steps are finished, the automation sends the final message to the user.
This message may include:
- Additional text responses
- Buttons
- Helpful information
- Links to resources
- Frequently asked questions (FAQs)
You can also enable FAQs inside the DM, allowing users to select common questions and receive automated answers.
This helps users quickly find the information they need without requiring manual responses.
Automation Action
This section controls the status of the automation and determines whether it is active or inactive.
- Draft : The automation is saved but remains inactive. It will not trigger until activated.
- Save and Deactivate : The automation is saved but not available for users yet.
- Save and Active : The automation becomes live immediately. When users send a DM or comment that matches the defined trigger conditions, the automation will run.
- Scheduled : This option appears when the automation is connected to a scheduled post, reel, or story. The automation will automatically become active once the scheduled content is published.