video1.0<iframe src="https://www.loom.com/embed/4c37e4551bd044c19f2fda3aed77c11c" frameborder="0" width="1920" height="1440" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>14401920Loomhttps://www.loom.com14401920https://cdn.loom.com/sessions/thumbnails/4c37e4551bd044c19f2fda3aed77c11c-cff3d3501f9ba1fe.gif1145.536This Loom explains how to create a new Dulato workflow from scratch and set up automated tasks for clients. The creator starts in the Clients tab, goes to Workflows, clicks New Workflow, names it Birth Lead, and pulls in clients automatically when they are in lead status with a birth label. In the initial lead phase, they add tasks such as sending an automated welcome email 1 minute after a lead form is submitted, ensuring the consultation is scheduled as a manual step, and later sending a contract for review and a birth support invoice with a 2 minute delay after the contract is initiated. They then enable the workflow and demonstrate it in real time with a sample client named Erica J, showing the welcome email appears in her notification log after the scheduled completion time.