              Category: MYBIZONLINE OS Help Guides | Published: 10 June 2026 | 3 min read
            

How to Build & Trigger Tag-Based Automations in MyBizOnline OS

Learn how to build, configure, and trigger smart automated workflows using tags in MyBizOnline OS.

How to Build & Trigger Tag-Based Automations in MyBizOnline OS

This guide details how to construct, save, and fire automated workflows triggered by contact tags.

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Visual Explainer Infographic

![Tag-Triggered Automations Guide](https://jvybmymilmscighjngou.supabase.co/storage/v1/object/public/tenantmedia/11f28776-3e78-419a-85be-c41e9ba7c3de/mybizonlineosworkflowlandscape_email.png)

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Step-by-Step Guide

Step 1: Create the Trigger in the Builder

1. Navigate to the Smart Workflows Builder page. 2. Select "Tag Added" as your starting trigger. 3. In the tag search input, you can:

Type to search existing tags.

Click the dynamic + Create Tag "[Your Tag Name]" option to register a brand new tag on the fly.

4. Chain your desired follow-up actions (such as a Delay followed by sending a Welcome Email) to the trigger node.

Step 2: Save the Automation

1. Click the glowing "Save Automation" button in the top right header. 2. Once successfully persisted, the platform will automatically redirect you back to your Smart Workflows Dashboard where all your active automations live.

Step 3: Trigger in the CRM

1. Go to Contacts and open a contact profile (e.g. Warren Rae). 2. In the tags section, start typing the tag name you configured in the workflow. 3. Select the tag from the autocomplete dropdown (or hit add). 4. As soon as the tag is saved to the contact, the linked automation triggers immediately in the background across all tenants.