Operator admin accounts - compliance tasks and alerts
⚖️
Regulator
Regulator accounts - oversight and escalation notices
Choose a compliance flow
Pick the template that matches your goal. All emails are pre-written - you just review and edit them. Already configured flows are greyed out.
Build your flow
All emails are pre-written. Click any step to configure it. Use Add Step to insert extra emails, delays, conditions, or actions anywhere in the flow.
Workflowclick to edit
Select a step to edit it
Click any step on the left to configure it or write its email content.
⚡
Trigger
This event starts the workflow
✉️
Send Email
Configure this email step
✏️
Write Email Content
Open full editor to write the body
→
⏱
Wait / Delay
Pause before the next step runs
Why this matters: Without a delay, every email fires instantly. A delay makes the flow feel natural and gives the user time to take action before the next step checks.
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Condition - IF / ELSE
The flow splits into two paths based on this rule
✓ YES - condition matches▼
Email sent when condition is true
Not set
✕ NO - condition does not match▼
Email sent when condition is false
Not set
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Internal Action
Runs silently - no email sent to user
No email is sent. This step tags or flags the user in the system so admins can filter and act on them later - e.g. find all users with assessment-pending.
1
Welcome EmailEmail 1
Send after
at
· immediately if 0
Subject{first_name}{last_name}
Preview
+ {first_name}+ {platform_name}
Hi {first_name},
You're receiving this because you're registered with SafePlay. Unsubscribe
Review your automation
Everything look right? Start when ready.
SetupEdit
Name-AudienceUser
FlowEdit
Template-Trigger-
Emails in this flowEdit
Step 1 of 4 - Setup
Add a step
Choose what to add next to your workflow.
✉️
Send Email
An email the user actually receives - subject, body, timing all configurable.
⏱
Wait / Delay
Pause the flow before the next step. Gives users time to act before the system checks again.
⚖
Condition (IF / ELSE)
Check the user's status and split the flow into two paths - one for yes, one for no.
⚡
Internal Action
Flag, tag, or update a user's status silently. No email sent - admin-side only.