Creating Visual Automations in Kit

Demo summary
Walks through the visual automation builder, showing how to set triggers like form subscriptions and actions like adding tags.
Step-by-step
- Select a trigger such as subscribing to a form or making a purchase
- Set an action like adding a tag or subscribing the user to a sequence
- Build out the customized sequence path in the visual automation builder
Options
- Create segments based on opens, clicks, and purchases
- Set up automation triggers via the Rules feature for link clicks or form unsubscribes
Watch out for
- The platform is missing advanced automations like abandoned cart triggers
- There is functional overlap between the Visual Automations feature and the Rules feature which can be confusing
Highlights
“What's slightly confusing is the overlap with kits rules feature”
All demos from “Kit (ConvertKit) Review [2026 LATEST UPDATE] 💥 Live Demo & My Honest Recommendation”
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3:310:32Creating Visual Automations in KitCurrentWalks through the visual automation builder, showing how to set triggers like form subscriptions and actions like adding tags.Kit· Build a welcome / drip automation
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Build a welcome / drip automation
20:412:23Set up a visual automation workflowShows how to build a welcome sequence from scratch using triggers (joining a form) and conditional logic based on email opens.Allan Borch - Dotcom Dollar
24:595:01Set up an email sequenceDemonstrates creating a multi-email sequence, setting send delays, and configuring exclusion filters.Business Growth Strategic Advisors
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3:310:32Creating Visual Automations in KitCurrentWalks through the visual automation builder, showing how to set triggers like form subscriptions and actions like adding tags.Allan Borch - Dotcom Dollar
5:132:10Create a lead magnet automation triggerDemonstrates setting up a visual automation from scratch, using a form join as the trigger to start an email sequence.Netta Dobbins
18:464:04Setting up a visual automation workflowShows how to create a new automation triggered by a tag or purchase, and how to link it to an email sequence with conditional logic.Krause Tutorials
26:264:50Setting up an email sequenceShows how to create a multi-day email sequence, use content snippets for signatures, and schedule the timing between emails.Ivan Mana
4:210:37Build visual automations and customer journeysShows the visual automation builder used to create workflows for welcoming subscribers and tagging users based on behavior.Kit
Kit