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Hello @DavidL201 ,

We have articles on setting up automation series and the newer automated path builder. These articles and others that go into deeper dives on how automation work, can be found in our Knowledge Base article library, which is also accessible via the Help button in your account.

You're also welcome to call our general support if you'd like 1:1 guidance and screen-sharing. Otherwise, the next step up would be to look into the Marketing Advisor or Specialist services, as they have more specialized agents that can be contracted for direct guidance, and setting up marketing plans.

If you're particularly interested in exploring automation, and how it can improve your overall marketing and communications, I'd also recommend taking a look at our blogs on the topic.