Not sure how to describe what you need? This simple builder helps you think through your automation step-by-step. No technical knowledge required.
Every automation follows a simple pattern: WHEN something happens, IF a condition is true, THEN take an action.
Walk through each step below. You can add as many workflows as you need.
Here are some real automation workflows we've built for clients.
WHEN: New client signs contract
IF: Service package is coaching
THEN: Send welcome email, create Dropbox folder, schedule intake call, add to CRM
ELSE: Send consulting welcome packet instead
WHEN: Invoice is 7 days overdue
IF: Client has not responded to previous reminder
THEN: Send friendly follow-up email with payment link
ELSE: Wait another 7 days before next reminder
WHEN: Appointment is 24 hours away
IF: Client has email on file
THEN: Send email reminder with Zoom link and prep materials
ELSE: Send SMS reminder instead
WHEN: Contact form is submitted
IF: Budget is above minimum threshold
THEN: Send booking link for discovery call
ELSE: Send self-service resources and re-engage in 3 months
WHEN: File is uploaded to shared folder
IF: Filename contains client name
THEN: Move to client's project folder and notify team
ELSE: Move to "To Be Sorted" folder
That's completely normal! Sometimes it's easier to just explain what's frustrating you or eating up your time.
Feel free to use our regular contact form and describe it in your own words. We'll figure it out together.
Use Regular Contact Form