---
title: "Boxly Training Track 1 - Session 3: Boxes, Stages & Automations"
description: "Wed, 02 Sep 2026 | Get Fit for Boxly - Track 1: Admins & Owners"
url: https://help.boxly.ai/en/articles/10182818-boxly-training-track-1-session-3-boxes-stages-and-automations
collection: "GET FIT FOR BOXLY | Boxly Training Track 1: Admins & owners"
updated: 2026-09-16
language: en
---

# Boxly Training Track 1 - Session 3: Boxes, Stages & Automations

Wed, 02 Sep 2026 | Get Fit for Boxly - Track 1: Admins & Owners

## GET FIT FOR BOXLY

**Boxly Training Track 1:** Admins & owners  
**Session 3:** Boxes, Stages & Automations

Welcome to Session 3 of our 5-part training series designed to get you fit for Boxly! This tailor-made admin and owner track helps you optimise your workspace, fine-tune your settings, and supercharge your data attribution.

### What this ‘Training Track’ series will cover

Session 1 - [Plugged In: Every Channel, One Inbox](https://help.boxly.ai/en/articles/10182805-boxly-training-track-1-session-1-plugged-in-every-channel-one-inbox.md)  
Session 2 - [Powered Up: Settings & Power Moves](https://help.boxly.ai/en/articles/10182815-boxly-training-track-1-session-2-settings-and-power-moves.md)  
**Session 3 - Boxes, Stages, & Automations (you’re here)  
**Session 4 - [Reporting: The Numbers Don't Lie](https://help.boxly.ai/en/articles/10182819-boxly-training-track-1-session-4-reporting.md)  
Session 5 - [Marketing: Market Like a Pro](https://help.boxly.ai/en/articles/10182820-boxly-training-track-1-session-5-marketing.md)

## Watch the Replay | Session 3: Boxes, Stages & Automations

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### Session Overview

The third session of this 5-week series breaks down how to configure your workspace pipelines and automate repetitive communication in Boxly. Structuring your stages and triggers ensures every lead moves through a consistent booking journey without manual intervention.

### Key Topics

-   **Boxes**: Setting up and structuring your pipelines
    
-   **Stages**: Defining lead journeys
    
-   **Box Automations**: Triggering actions as leads move between stages
    
-   **Channel Automations**: Set up auto-responders across channels
    

## Useful Links

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### Video Guides

Boxes and Stages

[Check out the video guide](https://help.boxly.ai/en/articles/10182811-boxly-power-user-guide-boxes-and-stages.md#heading-2-boxes-stages-and-conversions)

Box automations

[Check out the video guide](https://help.boxly.ai/en/articles/10182817-boxly-power-user-guide-automations-and-follow-ups.md#heading-5-creating-automations)

Channel automations

[Check out the video guide](https://help.boxly.ai/en/articles/10182817-boxly-power-user-guide-automations-and-follow-ups.md#heading-8-setting-up-automations-from-your-channels)

[

Boxly Training Track 2: Team & General Usage Recording

28th Aug 2026 | New Boxly Training Webinar Replay

](https://help.boxly.ai/en/articles/10182694-boxly-training-track-2-team-and-general-usage-recording.md)

**Boxly is here to help you work smarter, not harder.**  
Let’s keep streamlining your lead management together!

> Contact us at [support@boxly.ai](mailto:support@boxly.ai) if you need any assistance!