Automation and recipes

Ready-made recipes and your own flows: triggers, steps, connections and runs.

24 articles · Updated October 11, 2026

Recipes

Recipes: ready-made automationsWhat a recipe is made of, where you find the recipes, what each card state means, which recipe e-mails count as marketing, and the settings that apply to all of them.Read the article

Launch, test, pause and stop a recipeA recipe's page step by step — its settings, launching, the test e-mail, the discount code, pausing, resuming, re-activating after a change, and removing it.Read the article

What each recipe needs before it can sendThe services, the data from your shop and your site, the sender and the discount codes the recipes depend on — and the recipes that need something extra or do not send yet.Read the article

A recipe's results: the funnel, revenue and how it is countedThe results on a recipe's page — the eight tiles, the funnel from audience to order, engagement and deliverability, people between messages, recent runs — and exactly how orders and clicks are counted.Read the article

The recipe catalogue

Welcome recipes: new contacts, sign-ups and first ordersThe four recipes that greet new people and turn them into first-time buyers — welcome series, registered but never purchased, first-purchase converter and newsletter signup welcome — with their timing, settings and codes.Read the article

Abandonment recipes: carts, checkouts, products and browsingThe six recipes that bring back shoppers who left — abandoned cart, abandoned checkout, product, category and browse abandonment and high intent — with their audience, timing, push reminders, settings and codes.Read the article

Order recipes: confirmation, shipping, delays, thank-you and reviewsThe seven recipes around an order — confirmation, shipping notice, delay reassurance, thank-you, the helpful note, the review request and cross-sell after delivery — with their timing and what each one needs.Read the article

Loyalty recipes: second orders, reorders, VIPs, birthdays and referralsThe nine recipes for customers who already bought — second purchase, replenishment and its lapse, anniversary, big spender, VIP reward, top customer won back, birthday and refer a friend — with timing, settings and codes.Read the article

Win-back recipes: lapsed customers, best customers, churn and cold contactsThe recipes for people who went quiet — win back dormant, win-back for best customers and churn save — and the feedback survey, with who they reach, how often, their settings and codes.Read the article

Price, stock, wishlist and sale recipesThe wishlist reminder and the last-chance sale e-mail, how to set them up — and the three recipes that do not send yet: the price drop digest, the back in stock digest and low stock urgency.Read the article

Newsletter recipes: bestsellers, new arrivals and sale announcementsThe four recipes that write your newsletters from your catalogue — weekly bestsellers, new arrivals, the flash sale announcement and new arrivals in each shopper's category — with their schedule, the list they go to and what they show.Read the article

The daily log page in Monfri PagesThe one recipe that works with Pages instead of e-mail — a fresh, dated page every morning in your first Pages space, for the day's notes — and what it needs.Read the article

Flows

Automation: flows, the flow list and what each menu item is forWhat Automation does, how flows and recipes relate, the menu, and the flow list — folders, the on/off switch, running, duplicating, exporting, importing and deleting a flow.Read the article

The flow editor: steps, saving, publishing and testingThe flow editor step by step — the canvas, adding and connecting steps, a step's Settings, I/O and Test tabs, using data from earlier steps, saving, publishing, running and the shortcuts.Read the article

Triggers: what starts a flowThe five ways a flow starts — by hand, on an event in a Monfri service or another app, on a webhook, on a schedule, or by checking an app for new records — with how to set each one up and the data it hands to the steps.Read the article

Conditions, loops and waits in a flowBranch a flow on a condition, repeat steps for every item in a list, and wait — for a few minutes, days, or until a date — with the twelve condition operators and what happens to a run while it waits.Read the article

Steps in Monfri: e-mail and push, CRM, CDP, Pages and agentsWhat a flow can do in the other Monfri services — send an e-mail or a web push through Push, create and update contacts, leads, deals, activities and invoices in CRM, track and read profiles in CDP, write Pages and start an agent — and the rules each one follows.Read the article

AI in Automation: the AI builder, the AI step and what it costsBuild a flow by describing it to the AI builder, add an AI step that reads, writes and decides inside a flow, and follow the AI's work and cost on AI Usage, AI Runs and the Knowledge Base.Read the article

Runs: what a flow did, why it failed, and analyticsEvery time a flow runs — its status, what each step received and returned, why a step failed, the flow's versions, running it again, and the Analytics page across all flows.Read the article

Flow templates: start from a ready flowThe eight ready flows on the Templates page — e-mail on a webhook, an AI-written draft, a Linear issue, a daily report, a delayed follow-up, a CDP event to push, a Pages document and a daily log — and how to turn one into your flow.Read the article

Connections

Connections: link the apps your flows useThe connections Monfri makes for you, connecting another app with its key, what Active, Invalid and Expired mean, editing a key, the example connections, and deleting one.Read the article

Connectors: every app a flow can use, and what each needsAll the apps and tools in Automation's step library — Monfri's own, messaging, AI, productivity, databases, files, stores, the web and the built-in tools — with what each one does and what it asks for to connect.Read the article

Settings

Automation settings, team, audit log and AI pagesAutomation's own settings — your name, the workspace's name in Automation — the Team page and its roles, API keys for running flows from your systems, the audit log, the AI pages and the plan bar.Read the article

Troubleshooting

When Automation does not workThe usual reasons a flow does not start, a step fails, a connection stops working, a recipe sends nothing or a run waits, and how to find the cause in a few clicks.Read the article

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