Client automations

The `/automations` page is a workflow builder centered on client relationships. You chain a trigger (an event that starts the sequence) with one or more actions (send an email, create a task, notify).

Available triggers

• New client added
• Quote sent
• Invoice overdue
• No exchange with a client for X days
• Project moved to completed status

Example: onboarding sequence

Trigger: new client created. Action 1: send a welcome email with your onboarding brief. Action 2 (3 days later): schedule a kickoff call via the booking link. Action 3 (7 days later): if no meeting booked, send a follow up.