Instantly
Instantly is an AI-powered cold email outreach tool designed to automate lead generation and follow-ups.
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How to add an action in an automation in Instantly

Here is how to add an action in an automation in instantly

  1. First click on the "Automations" icon in the left sidebar
  2. Then click on the automation title in the Automations list
  3. Next click on the "Add an Action" element on the workflow canvas
  4. In the "Add an Action" modal, click on "Instantly"
  5. On the "Instantly" setup page, click on the "Select an action" dropdown
  6. Then select "Add Lead to List" from the action list
  7. Next click the "Continue" button
  8. In the "Add Lead to List" configuration, click on the dropdown
  9. Then select from the list options
  10. Next click on the "First Name" input field
  11. Then click the "Continue" button to proceed
  12. Next click the "Test Step" button
  13. Finally click the "Save" button

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Why should you add an action in an automation in Instantly

Instantly transforms the way you manage tasks by streamlining your email campaigns effortlessly.

With its intuitive interface, adding an action in an automation enhances workflow by allowing you to implement dynamic, task-oriented steps that execute automatically.

This feature is pivotal in building personalized responses and timely triggers, ensuring that your engagement is both efficient and effective.

Ultimately, it saves you significant time while increasing accuracy and fostering more meaningful connections with your audience.

Last update
August 3, 2026
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