Admin AccessCross-neutral visibility enabled

Automations Center

Manage automated workflows and notification sequences

9

Total Automations

8

Active

26

Runs Today

1

Paused

Intake Automations
1 of 1 active

Intake Follow-up

Active

Send follow-up email to parties 48 hours after intake form submission if no response

Trigger: 48 hours after intake submission
3 runs today
Intake ReceivedAwaiting Response
Last run: 3/15/2024, 8:00:00 AMNext run: 3/16/2024, 8:00:00 AM
Agreement Automations
1 of 1 active

Agreement Signature Reminder

Active

Remind parties to sign agreement after 3 days and 7 days if unsigned

Trigger: 3 days and 7 days after agreement sent
2 runs today
Agreement SentAwaiting Signature
Last run: 3/15/2024, 9:30:00 AMNext run: 3/17/2024, 9:00:00 AM
Payment Automations
2 of 2 active

Payment Reminder - Initial

Active

Send payment reminder 3 days before due date

Trigger: 3 days before invoice due date
5 runs today
Invoice SentPayment Pending
Last run: 3/15/2024, 10:00:00 AMNext run: 3/16/2024, 10:00:00 AM

Payment Reminder - Overdue

Active

Send escalating reminders at 1 day, 7 days, and 14 days overdue

Trigger: 1, 7, and 14 days after due date
1 runs today
Payment Overdue
Last run: 3/14/2024, 2:00:00 PMNext run: 3/16/2024, 2:00:00 PM
Submission Automations
1 of 1 active

Document Submission Reminder

Active

Remind parties to submit required documents before deadline

Trigger: 5 days and 2 days before submission deadline
4 runs today
Documents RequestedAwaiting Submission
Last run: 3/15/2024, 7:00:00 AMNext run: 3/17/2024, 7:00:00 AM
Session Automations
2 of 2 active

Session Confirmation

Active

Send session confirmation 7 days and 1 day before scheduled session

Trigger: 7 days and 1 day before session
8 runs today
Session ScheduledSession Confirmed
Last run: 3/15/2024, 6:00:00 AMNext run: 3/16/2024, 6:00:00 AM

Session Reminder - Day Before

Active

Send reminder email 24 hours before session with all details

Trigger: 24 hours before session start
2 runs today
Session Confirmed
Last run: 3/15/2024, 9:00:00 AMNext run: 3/16/2024, 9:00:00 AM
Post-Session Automations
1 of 2 active

Post-Session Follow-up

Paused

Send follow-up email to parties after session completion

Trigger: 2 hours after session ends
Session Completed
Last run: 3/14/2024, 6:00:00 PM

Post-Session Invoice Generation

Active

Automatically generate invoice after session completion

Trigger: 1 hour after session ends
1 runs today
Session CompletedInvoice Generated
Last run: 3/14/2024, 5:00:00 PMNext run: 3/16/2024, 5:00:00 PM

More Automations Coming Soon

Additional automation workflows will be available as the platform expands, including Odoo-triggered events, advanced conditional logic, and custom webhook integrations.