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Automation & Reminders
Stop Chasing Customers & Reduce Manual Work
Send automated email reminders to keep customers on track. Build custom workflows with flexible if-this-then-that automations to unlock content, update properties, or trigger actions based on customer behavior.
BUILT-IN EMAIL REMINDERS
Stop chasing customers manually
Send flexible, automatic emails when tasks are due, forms are submitted, or milestones complete.
IF-THIS-THEN-THAT WORKFLOWS
Automate actions based on triggers
Build workflows to automate routine steps and keep spaces moving forward. For example, if a form is submitted, then send an internal notification. Or if a task is complete, then unlock new content.
SET IT ONCE, RUNS FOREVER
Templates scale your automation
Configure reminders and workflows in your templates once. Every new customer space inherits the automation automatically. No manual setup per customer, no remembering to turn things on.
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FAQ
Questions you might have
What are automated email reminders?
Built-in email reminders that keep customers on track without manual follow-ups. Send automatic emails when tasks are due, forms are submitted, or milestones complete. Configure reminders per space or template. Task watchers get reminded automatically.
What are workflow automations?
If-this-then-that workflows that trigger actions based on customer behavior. Build automations like: if a form is submitted, then unlock new content. If a task completes, then update a property. If a space is inactive for 7 days, then send an alert. Set it once in templates, runs automatically in every space.
What can I automate with workflows?
Trigger workflows based on form completions, task completions, space inactivity, or property changes. Actions include sending emails, updating task status, setting properties, showing pop-ups, or unlocking content. Automate routine steps that happen in every customer journey.
