Automations

5 switched on · 6 in total
Simple rules that do the routine bits for you: when something happens, the Studio does the next step.How it works
  • Your rules are listed on the left. Switch one off to pause it without losing it.
  • Recently shows what the rules have actually done, so you can check they're working.
  • Add a new rule with the form on the right. It starts working straight away.
How a rule works
  1. 1When this happensSomething in the Studio, like a deal moving stage, a proposal being accepted or an invoice going overdue.
  2. 2Do thisCreate a task, tell the team (email and phone), start automatic follow-ups for the main contact, or move the deal.
  3. 3Just onceEach rule only runs once for the same deal, project or invoice, so nobody gets things twice.
  • Chase the discovery form
    When A deal moves into Discovery form sent → Create task “Chase the discovery form for {{company}}”, due in 5 days
    Hasn't run yet
    Edit
  • Aftercare check-in after launch
    When A project moves into Launched → Create task “Aftercare check-in with {{company}}”, due in 30 days
    Hasn't run yet
    Edit
  • Ask for feedback after launch
    When A project moves into Launched → Create task “Send {{company}} a feedback request”, due in 7 days
    Hasn't run yet
    Edit
  • Tell us when a proposal is read twice
    When A proposal is opened for the 2nd time → Tell the team: “{{company}} has opened their proposal again. Might be a good moment to call.”
    Hasn't run yet
    Edit
  • Chase overdue invoices
    When An invoice is 7 days overdue → Create task “Chase invoice {{invoice}} ({{company}})”, due today
    Hasn't run yet
    Edit
  • Follow up proposals automatically
    Off
    When A proposal is marked as sent → Start the follow-ups “Proposal follow-up”
    Hasn't run yet
    Edit
Recently
What the rules have done, newest first

Nothing yet. Each time a rule runs, it's listed here.

Edit “Chase the discovery form”
When
Then
Due in days, for

Fill-ins: {{company}}, {{deal}}, {{project}}, {{invoice}}

Cancel
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