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AUTOMATION
4 GUIDES
Set it once, let it run.
§ AUTOMATION · ★ POPULAR
Stage triggers
Fire actions automatically — or queue them for approval — every time a job moves between stages.
4 min
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§ AUTOMATION
The automation hub
One control panel for your company's hands-off follow-through — reminders, follow-ups, review asks, and re-engagement, each with its own run log.
4 min
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§ AUTOMATION
Payment reminders and scheduled emails
Configure automatic payment reminders, scheduled email, and escalation so unpaid invoices never depend on someone remembering.
4 min
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§ AUTOMATION
Outreach agents
Configure AI outreach that sources prospects and drafts messages under guardrails — a daily volume cap and draft-first approval.
4 min
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◆ READY WHEN YOU ARE