Automations

Automations handle repetitive tasks so you can focus on creative work.

How Automations Work

An automation has a trigger (what starts it) and one or more actions (what happens). For example:

Trigger: Invoice is paid → Action: Send thank-you email + create gallery
Trigger: Booking is confirmed → Action: Send contract + questionnaire
Trigger: 7 days after session → Action: Send review request email

Creating an Automation

Go to Inbox > Automations and click Create Automation. Select a trigger event, then add actions. You can chain multiple actions with delays between them.

Templates

Start from pre-built templates for common workflows: booking confirmation flow, post-session follow-up, payment reminder sequence, and more.