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Automations take action on your leads for you. Each automation watches one audience. When the audience finds a new lead that passes the automation’s filters, Avina sends it to the destination you chose: a sequence, your CRM, a list, Slack, a webhook, and more. Open Automation in the left navigation to see and create automations.

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How an automation is built

Each automation reads as a sentence:
  1. When… leads enter an audience. Pick a dynamic or static audience.
  2. And… (optional, for New Hires, Job Listings, and Social Posts audiences): narrow to specific titles or terms from that audience’s search.
  3. Filter… to only the leads you want. See Filters.
  4. Then… take an action. See Actions.
Changes save automatically. Click Activate Automation when you’re ready.

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Start from a template

Click Create Automation, then Start from a template. Templates are ready-made automations for common plays, such as sequencing website visitors, engaging pricing page visitors, winning back re-engaged accounts, or flagging high-intent visitors in your CRM. Avina also suggests templates for your own New Hires, Job Listings, Social Posts, and AI Audiences. A template only appears if you have the audience it needs.

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Filters

Click Add Filter to add a condition, or Add Filter Group to group conditions. Combine conditions with AND or OR. Filters are grouped into Account, Contact, Deal, Tactic, and Touch properties. Which ones you see depends on your data, so fields from your CRM, including custom fields, appear once it’s connected. Commonly used filters: Contact filters are checked for each contact on a lead. Only the contacts that pass are sent to the destination.
Filters that depend on CRM data, such as deal and sales-contact filters, need your CRM connected with read access.

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Actions

Actions on platforms you haven’t connected show a Connect link, or Finish setup if you started connecting but didn’t finish. Both take you to Settings → Integrations. Automations triggered by a static audience can only enroll leads in sequences.

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When automations run

  • Dynamic audiences: active automations run each time their audience finds new leads, which happens daily.
  • Static audiences: enrollment is always manual. Contacts are enrolled only when you click Enroll N Contacts.
  • Paused automations don’t run. Leads that arrive while an automation is inactive wait under Not Enrolled Yet, so you can enroll them later. Pausing also cancels any contacts waiting under a per-company limit.
When you activate an automation on a dynamic audience, Avina tells you how many past leads have never been enrolled and offers Enroll N Past Matching Leads, up to 50,000 at a time.

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Priority

Drag automation cards to set their priority. The top card runs first. Within a run, once a lead passes one automation’s filters, lower-priority automations skip it, so the same lead doesn’t get two kinds of outreach. Push Audience Match to CRM automations are the exception: they always see every lead.

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Avoiding duplicate outreach

  • A lead is enrolled at most once per automation.
  • For sequence actions, a contact who was enrolled in any sequence by Avina in the last six months is skipped. The reason names that sequence and the date.
  • For AI Sequences, you can cap how many people from the same company are enrolled at a time. See Limit contacts per company.

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Limit contacts per company

When an audience finds several people at one company, you may not want all of them hearing from you on the same day. On an Enroll in AI Sequence automation:
  1. Click the gear (Automation settings) in the automation’s header.
  2. Turn on Limit contacts per company.
  3. Set Enroll up to 3 contacts per company every 7 days to the numbers you want, and click Save.
The limit applies to leads from dynamic audiences. Contacts over the limit show as Scheduled and enroll automatically as room opens up in the rolling window. Before they enroll, Avina checks them again against your filters and the six-month rule. If you turn the limit off, waiting contacts enroll on the next run.

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Enrollments

Each automation card shows Enrolled, Excluded, and Failed counts for the last 90 days. Click Configure, then View Enrollments, to see the details:
  • Overview: choose 7, 30, or 90 days to see Enrolled, Not Enrolled Yet, Scheduled, Excluded, and Failed counts. Click a count to filter the list.
  • Enrollments list: every lead and its status. Search by contact, company, or sender. Hover a row to see the reason, such as Account ICP Grade: D (required B or better) or Contact was already enrolled in "Website Visitors" on Oct 3, 2026.
  • Sent messages: for AI Sequence automations, click the eye icon on an Enrolled row (View this run’s messages) to read the messages Avina wrote for each contact.
  • Enroll manually: select leads that are Not Enrolled Yet, Excluded, or Failed, and click Enroll N leads. Shift-click selects a range of rows, and Select all selects every matching lead across all pages, up to 50,000. Filters are checked again, and the automation must be active.
While an enrollment runs, a progress message follows you around the app and shows each stage, such as checking filters, writing messages, and adding contacts to the sequence. When it’s done, the message says how many leads were enrolled, how many are waiting under the per-company limit, and why any were skipped.

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Managing automations

  • Filter the Automations page by Status, Audience, or Destination, or search by name.
  • From an automation’s ⋯ menu, choose Edit Automation Details, Duplicate Automation, or Delete Automation.
  • Publishing an AI Sequence automatically creates an automation for it, named after the sequence. Unpublishing the sequence pauses that automation.
  • Only workspace Admins can save or activate automations.

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From an audience

On an active audience, Reach These Leads creates an automation with that audience already set as the trigger. See Reach your leads.

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Best practices

  1. Start simple: one audience, one or two filters, one action. Add more once it works.
  2. Gate outreach on ICP grade: an Account ICP Grade filter keeps sequences focused on good-fit companies.
  3. Don’t step on your reps: use Days Since Last Sales Contact or Has Open Deals to skip accounts your team is already working.
  4. Check Excluded reasons weekly: if most leads are excluded, your filters may be too strict.