Automations
The quiet work that happens between the meetings.
Active automations
0
All healthy
Runs this month
0
99.6% success
Time given back
0 hrs
This month, across the team
New lead to first touch
A form fill becomes a pipeline card and a personalised intro email within 90 seconds.
212 runs
saved 9 hrs
Deal won to project kickoff
Closed-won spins up the project from its SOP, books kickoff and opens onboarding.
6 runs
saved 7 hrs
Milestone to invoice
When a billing milestone is marked complete, the invoice drafts and syncs to QuickBooks.
34 runs
saved 6 hrs
Monthly report assembly
Pulls channel data, writes the summary draft and stages the report for approval.
18 runs
saved 12 hrs
Quiet client check in
No portal activity for 10 days triggers a warm check-in from the account lead.
11 runs
saved 2 hrs
Past due invoice escalation
PausedEscalates past-due invoices to the owner after the second reminder goes unanswered.
4 runs
saved 1 hrs