Automation Blueprints
Automation Blueprints are pre-built automations created by Chariot with feedback from movers that cover a wide range of common and high-value workflows for moving companies. Instead of building an automation from scratch, you can start from a Blueprint, use it as-is, or customize it to fit your business — saving significant setup time.
How to Use a Blueprint
Go to the Automations tab in your left navigation menu.
Click Create New Automation and select From a Blueprint.
Browse the Blueprint library. Each Blueprint includes a description of what it does and when it fires.
Click a Blueprint to preview its trigger, conditions, and actions.
Click Save to create a copy in your account.
Review and customize. (See "What to Review Before Publishing a Blueprint" below)
Click Save. Publish the automation when you're ready to go live.
Recommendation: Blueprints are a starting point — Chariot recommends reviewing each one during your onboarding kickoff to confirm the settings are right for your team before publishing.
What to Review Before Publishing a Blueprint
Most Blueprints are designed to work out of the box, but a few things are worth checking before you go live:
Timing — Does the default delay (e.g., "2 hours after estimate signed") make sense for your business? Adjust if needed.
Conditions — Consider whether you want different behavior for residential vs. commercial moves, short-term vs. long-term move dates, or specific lead sources.
Communication templates — If the Blueprint includes a Send Email or Send SMS action, you'll should to review and edit the pre-built communication templates publishing, to make sure you approve of the messaging to your customers.
Task assignment — For automations that create tasks, confirm who tasks should be assigned to: the sales owner, a specific team member, a role, or round-robin.
Overlap with existing default Chariot automations — If you already have default Chariot reminders covering a similar scenario, coordinate with Chariot support to avoid sending duplicate messages to customers (we'll proactively flag this during onboarding/ setup)
Blueprint Tips
You can use the same Blueprint as a starting point for multiple variations (e.g., one version for residential, one for commercial)
Rename Blueprints to clearly reflect what your customized version does
During onboarding, your Chariot team will walk through the full Blueprint library with you to decide what should be enabled and how it should be configured
Creating an Automation Using the AI Assistant
The AI Assistant allows you to create automations using a simple written prompt instead of manually configuring complex triggers and conditions.
How to Create an Automation with AI
Step 1: Start a New Automation
Navigate to Automations in the left navigation menu.
Click New Automation (top right)
Select Create with AI
You'll see a prompt explaining what details the AI needs.
What to Include in Your Prompt
For best results, include:
Trigger Event — When the automation should be spawned (e.g., "when a new lead is created")
Enrollment Conditions (optional) — Additional rules that filter when the workflow should enroll
Re-enrollment Events (optional) — Events that will re-run the entire automation from the beginning
Actions & Conditions — What the automation should do and when
The more specific you are, the better the result (but don't worry, the AI Assistant will push you for specifics as needed!).
Example Prompt
Here's an example of a multi-step automation request:
Create an automation that sends two separate follow-ups to customers who received an estimate but have not signed it. Send the first message three days after the estimate is sent as a text message. Send the second message one week after the estimate is sent as an email reminder to sign and pay their deposit.
Click Send, and the AI will generate the automation.
What the AI Generates
After processing, the AI will automatically populate:
Automation Name (if one wasn't supplied)
Description (if applicable)
Enrollment Trigger (e.g., Estimate Sent)
Conditions (e.g., Time Since Estimate Sent = 3 days / 7 days)
Automation Steps
In our example, it correctly:
Set enrollment to Estimate Sent
Created two time-based steps (3 days and 7 days)
Configured SMS and Email actions
⚠️ Review Before Publishing (Important)
AI is powerful — but it can make mistakes. Always review your newly created automation before publishing.
In our example we did not include a restart trigger — easy to do by accident — and if you don't review it, the automation would not have restarted when a new estimate was sent.
Think of the AI Assistant as your first draft builder.
Publishing the Automation
Once you've reviewed everything:
Click Save
Click Publish
Until it is published, it will remain in Draft mode and will not run.
When to Use AI
AI is especially helpful when:
Building multi-step sequences
Creating layered timing rules
Designing conditional follow-ups
You're unsure how to structure the logic manually
For simple automations, Blueprints may be faster. For advanced or custom workflows, AI can save significant time.
AI Best Practices
Be specific in your prompt
Include restart behavior if needed
Always review before publishing
Test with internal jobs first
Monitor results after activation
From Scratch
Building from scratch gives you full control over every part of the automation — the trigger, conditions, timing, and actions. This option is recommended for advanced users or for workflows that don't map cleanly to an existing Blueprint.
For a full walkthrough of how to build an automation from scratch, including all available triggers, conditions, and actions, see The Basics of Creating an Automation.