Quick answer: To automate purchases and opt-ins in Tekmatix, create one workflow per product and one per free resource. Start each workflow with a trigger (such as payment received or form submitted), then add actions: tag the contact, add a note, update their pipeline stage, give them access, and send your emails with waits in between. For paid offers, add an abandoned cart workflow. Or skip the clicking and let your AI build it for you.

TL;DR

• Every product you sell and every freebie people opt in to should have its own workflow.
• A workflow = a trigger (what starts it) + actions (what Tekmatix does for you automatically).
• Tags tell you what each person bought, downloaded or joined, so you can send relevant emails later.
• Keep one main customer journey pipeline. Only add extra pipelines for services with their own delivery stages.
• Build your first workflow properly, then duplicate it for every new product, waitlist or lead magnet.
• You don’t have to build it by hand. A connected AI like GrokBot or Claude can build the whole thing in your Tekmatix account for you to review. The prompt is below.

What’s in this guide

1. Why every product and opt-in needs its own workflow
2. What you need before you start
3. How to build a purchase workflow in Tekmatix
4. How to build an opt-in workflow in Tekmatix
5. How to add abandoned cart recovery
6. Why tags matter
7. Setting up your customer journey
8. Start with a template, then duplicate
9. Let AI build it for you
10. Common mistakes to avoid
11. FAQs

Why every product and opt-in needs its own workflow

Every product you sell, and every free resource people can opt in to, should have its own automated workflow.

Why?

Because the workflow manages everything that needs to happen after someone purchases or submits a form.

A workflow is simply a sequence of actions that Tekmatix completes for you automatically.

Not a sticky note on your monitor. Not a “I’ll email them tonight”. A system that does it every single time, even while you sleep.

What you need before you start

• A Tekmatix account with your product, course or lead magnet already set up.
• Your sales page and checkout (for purchases) or your opt-in form (for free resources). If you haven’t built them yet, start with Funnels on Fire.
• A tag naming system, for example “purchased – [product name]” and “opted in – [freebie name]”. Decide it once and stick to it.
• Your emails drafted: confirmation, access or delivery, welcome, and one or two follow-ups.
• Your main customer journey pipeline, so you know which stage each person should move to.

How to build a purchase workflow in Tekmatix

A purchase workflow runs the moment someone pays. Here’s the order I build them in.

Step 1: Choose the trigger

Your trigger is the event that starts the workflow. For a purchase, it’s usually payment received (or order submitted) for a specific product or course.

Filter the trigger to the exact product, so this workflow only runs for that offer and not every sale in your account.

Step 2: Tag the contact

Add a product-specific tag, such as “purchased – [product name]”. This is how you’ll know, forever, who bought what.

Step 3: Add a note and update their customer journey

Create a note in their contact record so your team can see what they bought and when. Then move them to the right stage of your customer journey pipeline, for example “Purchased entry-level offer”.

Step 4: Give them access

If they bought a course or membership, add the action that grants access to that course or membership offer. Tekmatix creates their login, so they’re not left waiting for you to do it by hand.

Step 5: Send the confirmation and welcome emails

Send the purchase confirmation and their access or welcome information. Keep the welcome email short and tell them exactly what to do first. My guide on how to create a welcome email sequence walks you through what to say.

Step 6: Wait, then follow up

Add a wait step, for example seven days, then send a follow-up email to check how they’re going. Later, you can ask for a review.

Here’s what a simple purchase workflow looks like:

How to build an opt-in workflow in Tekmatix

An opt-in workflow runs when someone requests your free resource, joins a waitlist or registers for something free.

Running a free online workshop? Registrations use exactly the same kind of opt-in workflow, with a confirmation email, reminders and a follow-up. Here’s how I run free online workshops as a lead magnet, step by step, with a prompt for each part.

Step 1: Choose the trigger

Your trigger will usually be form submitted. Filter it to the specific form, so each freebie gets its own workflow.

Step 2: Tag them and record their interest

Tag the contact based on what they requested, and add a note recording their interest. Add them to your mailing list if they’ve agreed to receive marketing emails.

Step 3: Deliver what they asked for

Send the free resource or confirmation email straight away. People opt in when they’re interested. Five minutes later, they’ve moved on.

Step 4: Move them into the right pipeline stage and follow up

Move them into the appropriate pipeline stage, wait, then follow up with more helpful information. If they joined a waitlist, notify them when your offer becomes available.

How to add abandoned cart recovery

Here’s the thing about checkouts. Plenty of people start one and get distracted by the kids, the kettle or a notification.

An abandoned cart workflow follows up with people who enter their details at checkout but don’t complete the payment.

1. Trigger: the person submits their details on your checkout or order form.
2. Wait: give them a little time, such as an hour, to finish paying on their own.
3. Check: have they paid? Look for the purchase tag your purchase workflow adds.
4. If not: send a friendly reminder with a link back to the checkout. Add a second reminder a day later if you like.
5. Stop the moment they pay, so nobody gets a “you forgot something” email after buying.

Why tags matter

Tags are labels that tell you something about each contact. They might show that someone:

• purchased a particular course
• joined a waitlist
• downloaded a lead magnet
• lives in a particular country
• should receive your marketing emails

These tags help you segment your audience and send more relevant communication later. Want to email everyone who downloaded your checklist but hasn’t bought yet? Tags make that a two-minute job.

Setting up your customer journey

You generally don’t need a completely separate sales pipeline for every product.

Your main customer journey should give you a clear overview of where people are within your business. For example:

Only create an additional pipeline when a specific service or project has its own delivery stages, such as:

The goal is to open Tekmatix and immediately understand where your contacts and customers are, and what needs to happen next.

Start with a template, then duplicate

Tekmatix includes workflow templates for processes such as order confirmations and fulfilment.

Once you’ve created your first complete workflow, you don’t need to start from scratch each time.

1. Duplicate it.
2. Change the trigger.
3. Update the tags, notes and emails.
4. Adapt it for your next product, course, waitlist or free resource.

The first workflow may feel like the hardest. But once you have reliable templates, every new setup becomes faster and easier.

If you want the 10 workflows every business should have, I walk you through them in Workflows That Wow.

Let AI build it for you

Now here’s the bit I really want you to hear.

You don’t have to do any of the clicking above yourself.

Not because the steps don’t matter. But because your AI can do them for you, while you make a cuppa.

Tekmatix is built so you can run your business by chatting to AI. Connect your own AI, like GrokBot or Claude, to your account using the Tekmatix AI connection, give it browser control for the parts the connection doesn’t cover yet, and paste this:

That’s exactly how I work now. My Workflows & Web Manager agent built the funnel, checkout, fulfilment workflow and abandoned cart workflow for my latest program, and I just checked it. I share that and 19 other real examples in 20 human jobs that AI did for me this week. Want to see a full funnel built from one prompt? Here’s the step-by-step guide to building a sales page funnel with your AI.

What about Ask AI? Ask AI, the assistant built into every Tekmatix account, is perfect for the pieces around the workflow: writing your confirmation, welcome and follow-up emails, creating your tags and smart lists, and summarising your results. It can’t build or edit workflows yet, so use your connected AI for that part.

Want every prompt I use to build my funnels and workflows? Legends Lab members get all of them, plus my GrokBot Masterclass and my master list of AI skills and agent prompts, inside the Legends Lab.

Common mistakes to avoid

• One giant workflow for everything. Separate workflows per product and per freebie are far easier to fix and duplicate.
• A trigger with no filter. If you don’t filter to the specific product or form, the workflow fires for every sale or every form.
• Messy tag names. “course1”, “Course 1” and “c1-buyers” are three different tags. Pick one naming system.
• Forgetting to publish. A workflow saved as a draft does nothing. Switch it on, then test it.
• Not testing. Buy your own product with a test contact or a coupon, and opt in to your own freebie. Check every email, tag and login arrives.
• Abandoned cart emails after people pay. Always check for the purchase tag before sending a reminder.
• Too many pipelines. One clear customer journey beats ten half-used pipelines.
• Doing it all by hand. If you’ve read this far, you know your AI can build it for you. Grab the prompt.

FAQs about automated workflows in Tekmatix

What is a workflow in Tekmatix?

A workflow is a sequence of actions Tekmatix completes automatically when something happens, such as a payment or a form submission. It starts with a trigger, then runs actions like adding tags, granting course access, sending emails and waiting before a follow-up.

What trigger should I use for a purchase workflow?

Use a payment received or order submitted trigger filtered to the specific product or course, so the workflow only runs for that offer.

What trigger should I use for an opt-in workflow?

Use a form submitted trigger filtered to the specific opt-in form, so each free resource or waitlist gets its own workflow.

Do I need a separate pipeline for every product?

Usually not. Keep one main customer journey pipeline and use tags to show what each person bought. Add a separate pipeline only for services with their own delivery stages.

How does abandoned cart recovery work?

The workflow starts when someone enters their details at checkout, waits a short time, checks whether they have paid, and sends a friendly reminder with a link back to the checkout if they haven’t. It stops as soon as they pay.

Can AI build Tekmatix workflows for me?

Yes. A connected AI such as GrokBot or Claude, with browser control, can build purchase, opt-in and abandoned cart workflows in your Tekmatix account for you to review and switch on. Ask AI inside Tekmatix can write the emails, manage tags and smart lists and summarise results, but it can’t build workflows yet.

Your sales page collects the purchase. Your opt-in page collects the lead. But your workflow completes the journey.

Already on Tekmatix and want a hand? Join one of the free daily training calls with a Tekspert at tekmatix.com/book-a-call.

Sarah x