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
- 1When this happensSomething in the Studio, like a deal moving stage, a proposal being accepted or an invoice going overdue.
- 2Do thisCreate a task, tell the team (email and phone), start automatic follow-ups for the main contact, or move the deal.
- 3Just onceEach rule only runs once for the same deal, project or invoice, so nobody gets things twice.
Your rules · 5 switched on
- Chase the discovery formWhen A deal moves into Discovery form sent then Create task “Chase the discovery form for {{company}}”, due in 5 daysRuns in November110 runs in allLast run2 days agotask createdFailuresNone
- Aftercare check-in after launchWhen A project moves into Launched then Create task “Aftercare check-in with {{company}}”, due in 30 daysRuns in November111 runs in allLast run3 days agotask createdFailuresNone
- Ask for feedback after launchWhen A project moves into Launched then Create task “Send {{company}} a feedback request”, due in 7 daysRuns in November212 runs in allLast run1 day agotask createdFailuresNone
- Tell us when a proposal is read twiceLast run failedWhen A proposal is opened for the 2nd time then Tell the team: “{{company}} has opened their proposal again. Might be a good moment to call.”Runs in November113 runs in allLast run2 days agoFailed: no one owns this dealFailures1 this month
- Chase overdue invoicesWhen An invoice is 7 days overdue then Create task “Chase invoice {{invoice}} ({{company}})”, due todayRuns in November19 runs in allLast run3 days agotask createdFailuresNone
- Follow up proposals automaticallyOffWhen A proposal is marked as sent then Start the follow-ups “Proposal follow-up”Runs in November00 runs in allLast runNot yetFailuresNone
Recently · what the rules have done, newest first
- Ask for feedback after launchWhen1 day agoResulttask created
- Tell us when a proposal is read twiceWhen2 days agoResultFailed: no one owns this deal
- Chase the discovery formWhen2 days agoResulttask created
- Chase overdue invoicesWhen3 days agoResulttask created
- Aftercare check-in after launchWhen3 days agoResulttask created
- Ask for feedback after launchWhen5 days agoResulttask created
- Tell us when a proposal is read twiceWhen6 days agoResulttask created
- Chase the discovery formWhen6 days agoResulttask created
- Chase overdue invoicesWhen7 days agoResulttask created
- Aftercare check-in after launchWhen7 days agoResulttask created
- Ask for feedback after launchWhen9 days agoResulttask created
- Tell us when a proposal is read twiceWhen10 days agoResulttask created
- Chase the discovery formWhen10 days agoResulttask created
- Chase overdue invoicesWhen11 days agoResulttask created
- Aftercare check-in after launchWhen11 days agoResulttask created
- Ask for feedback after launchWhen13 days agoResulttask created
- Tell us when a proposal is read twiceWhen23 OctResulttask created
- Chase the discovery formWhen23 OctResulttask created
- Aftercare check-in after launchWhen22 OctResulttask created
- Ask for feedback after launchWhen20 OctResulttask created
- Tell us when a proposal is read twiceWhen19 OctResulttask created
- Aftercare check-in after launchWhen18 OctResulttask created
- Ask for feedback after launchWhen16 OctResulttask created
- Tell us when a proposal is read twiceWhen15 OctResulttask created
- Tell us when a proposal is read twiceWhen11 OctResulttask created
New automation
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