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🔁 How to Use Workflows in MailMoo

How to Automate the Creation of Personalized Videos

Miro avatar
Written by Miro
Updated over 2 weeks ago

MailMoo’s Workflows feature lets you automate your video outreach by connecting with Zapier. With just a few steps, you can trigger video creation, deliver personalized videos, and send them out across email, chat, CRM, and more.


💡 What You Can Do with Workflows

  • Automatically render personalized videos when a workflow is triggered.

  • Use Zapier to send those videos via Gmail, Slack, or your favorite apps.

  • Share videos across tools like CRMs, email platforms, or messaging services.

  • Build scalable, personalized outreach flows with zero code.


🛠 Setting Up a Workflow in MailMoo

1. Create a New Workflow

Log in to your MailMoo account and head to the Workflows tab in the sidebar.

Click “Create New Workflow”.

Name your workflow and select Zapier as your integration platform.

2. Define Your Workflow

Define your lead structure. This tells MailMoo what variables (like first name, company, etc.) to personalize in the video.

Choose a video template or create a new one using the Video Creator.

After the video is created on Video Creator and the Lead Structure is defined, the view should look like below.

⚙️ Connecting MailMoo with Zapier

Once your workflow is set up in MailMoo, head over to Zapier to automate the magic.

✅ Create Zap #1: Start the Video Rendering

  1. Go to Zapier and create a new Zap.

  2. Search for the MailMoo app and select the “Start Rendering Video” action.

Log in with your MailMoo Account and select the action.

In this example, we will select "Start Rendering Video" which start's rendering the video on our MailMoo workflow.

🎉 This Zap will automatically trigger video generation for each new lead!


✅ Create Zap #2: Distribute the Video

  1. Create another Zap in Zapier.

  2. Choose MailMoo again, this time with the trigger: “Video Rendered”.

On Configure tab select the same Workspace and Workflow as you selected on the first zap.

  1. Add an action—like:

    • 📬 Send an email via Gmail or Outlook with the video link.

    • 💬 Post to Slack to notify your team.

    • 🧠 Save to CRM (HubSpot, Salesforce, etc.).

  2. Map the video URL and personalized fields into your message.


🔄 Example Workflow in Action

  1. A new row is added in your Google Sheet with lead info.

  2. Zap #1 tells MailMoo to render a personalized video.

  3. Once the video is ready, Zap #2 sends an email with the video link to your lead.

👏 Just like that, you’ve scaled your personalized outreach — automatically!


🤝 Need Help?

Got questions? We’ve got answers.
Reach out via live chat, or book an onboarding session and we’ll walk you through everything.

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