Workflow Automation
Intelligent workflows connecting clients, projects, tasks, and finances
AI-Powered
Agency Workflow Map
1. Client
- • Lead captured
- • AI analysis run
- • Health monitoring
- • Status: LEAD → ACTIVE
AI-powered insights
2. Project
- • Proposal created
- • Auto-generate tasks
- • Budget calculated
- • Team assigned
Proposal templates
3. Tasks
- • Team execution
- • Progress tracking
- • Milestone alerts
- • Client updates
Real-time tracking
4. Invoice
- • Auto-generated
- • Sent to client
- • Payment tracked
- • Revenue recorded
Automated billing
↻ Repeat
AI Automations
Client Onboarding
AI analyzes new clients and suggests engagement strategies
Auto Email Generation
Generate professional emails for milestones and updates
Health Monitoring
Continuously monitor client health and alert for issues
Auto Triggers
Client becomes ACTIVE
→ Suggest creating first project
Project created
→ Auto-generate 6 standard tasks
Task completed
→ Update progress, send milestone alerts
Project 100% complete
→ Auto-generate invoice
Active Alerts
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