Automations

Create and manage automated workflows

Automation Workflows
5 automations found

Welcome Sequence

Send a series of welcome emails to new clients

Active
Email
Last run: Oct 15, 2023
Total runs: 28

Follow-up Reminder

Remind team members to follow up with clients after meetings

Active
Notification
Last run: Oct 18, 2023
Total runs: 45

Birthday Greeting

Send birthday greetings to clients

Active
Email
Last run: Oct 10, 2023
Total runs: 12

Renewal Notice

Send renewal notices before contract expiration

Inactive
Email
Last run: Sep 30, 2023
Total runs: 18

Project Milestone Alert

Alert team when project milestones are reached

Active
Notification
Last run: Oct 17, 2023
Total runs: 32