Automation

Workflows

5 workflows · 343 runs this month

Active workflows

4

Runs this month

343

Time saved (est.)

47h

All workflows

Document Upload Notification
Active
Client uploads documentNotify admin via email
142
runs · 12 min ago
Edit
Missing Document Reminder
Active
Document missing > 3 daysSend reminder SMS + email
87
runs · 1 hr ago
Edit
Follow-up Reminder Workflow
Active
Follow-up dueCreate task + notify owner
64
runs · 3 hr ago
Edit
Tax Deadline Alert (30 days)
Active
Deadline within 30 daysEmail client + create task
38
runs · Yesterday
Edit
Inactive Client Re-engagement
Paused
No activity for 30 daysSend check-in email
12
runs · 1 week ago
Edit