One rules engine over your whole book. A lead lands, a deal closes won, a prospect asks a question in a zone, a record goes quiet for two weeks — and youdou runs the play you wrote: enroll, task, enrich, notify, or wait for your say-so.
youdou’s automations are one rules engine over your whole book of business: sixteen triggers (a new lead, a deal closed won or lost, a zone viewed or a question asked, an email opened, clicked, replied or bounced, a sequence finishing with no reply, an event attended or no-showed, no touch in N days, an overdue task) and eighteen actions (set a field, add a note, enroll in a sequence, send a template, create a task, notify you, enrich, run a website audit, draft an AI follow-up, POST a webhook). Every rule can dry-run, shows its work in a log, and can wait for your approval — nothing sends by itself.
A new lead, contact or company — from your website, an import, a check-in, or by hand. Every creation path counts, and a new rule never fires retroactively on your history.
An opportunity moves stage, closes won, or closes lost — detected however it happened.
First view by a prospect, a question asked, a form submitted, a quote requested — a zone is a trigger surface. Your own team’s activity never fires anything.
A link clicked, opened three-plus times, a reply received, a bounce, an unsubscribe — straight off your tracked sends.
A sequence finishes with no reply. Someone attends your event, or no-shows it. An import completes.
No touch in N days. A task goes overdue. A zone expires within a week. The quiet things that cost deals, watched for you.
Mark hot, set a field, add a note, add to a list, create an opportunity, move a stage — the writes you would do by hand, done the moment they matter.
Enroll in a sequence, or send a template — through your normal send path with tracking, your unsubscribe footer and merge tags intact. Or pause a sequence when they reply.
Create a task and assign it to a teammate. Notify yourself. Re-send a zone invite. Add them to an event.
Run enrichment on company-owned domains only. Run a website audit. Ask the AI a question about the record and keep the answer as a note.
Have the AI draft the follow-up from the thread and the record — it waits in your drafts, never auto-sent.
POST the event to any URL you run — the power exit for everything else.
So every rule shows its work, tests before it runs, and can ask you first.
The same conditions your lists and reports use. Match all or any. Reference the record, the deal, the person, the last email.
One checkbox skips free-mail domains — so enrichment and sequences spend only on real prospects.
New records from any source, deal stage changes and closes, zone activity (first view, question, form, quote request), email engagement (click, three-plus opens, reply, bounce, unsubscribe), sequence and event outcomes, imports, and timers such as no touch in N days or an overdue task.
Work the record (mark hot, set a field, note, list, opportunity, stage), reach out (enroll in a sequence, send a template, pause a sequence), hand off (task, notify, re-send a zone invite, add to an event), enrich and analyse (enrichment, website audit, AI question kept as a note), an AI-drafted follow-up left in drafts, and a webhook POST to any URL.
Only if you let that rule run without approval. Rules can be queued for your say-so, AI drafts always wait in your drafts, and every send goes through your normal send path with tracking and your unsubscribe footer intact.
No. A new rule never fires retroactively on your history, and your own team’s activity never triggers anything.
Yes. Every rule has a dry run that shows what it would have done, and an honest log of what it did.
Rules run on your machine, against your file. Nothing goes out unless you set it to.