Dashboard/Automation
Automation
Set up simple, repeatable follow-ups for Acme Corporation.
Workspace scopedNew automation
Your automations
Choose an automation to review what starts it and what happens next.
On
Overdue reminders
When an invoice becomes 15 days overdue, wait one business day, then email the customer a reminder.
3 stepsReview
On
High-value approval
Route invoices above $25,000 to a teammate for approval before the reminder sequence starts.
4 stepsReview
Draft
Thank-you on payment
Send a short thank-you note whenever a payment fully applies to an open invoice.
2 stepsReview