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 “Follow up proposals automatically”
When
Then

This emails the client without you checking each one first, from the Gmail of whoever owns the deal. Check the follow-up emails before switching this on.

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

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