Concept · Automations
How automations work
Let routine follow-ups, reminders, and thank-yous send themselves, so you spend less time on admin.
Updated June 17, 2026
An automation is a rule that does something for you when something happens. For example, "when an invoice is 3 days overdue, send a friendly reminder." You set it up once, and it runs in the background for every client.
This page explains the idea. For step-by-step setup, see the how-to guides in this section.
The three parts
Every automation has the same shape:
- A trigger: what starts it (a booking is made, an invoice goes unpaid, a shoot wraps).
- A condition (optional): a filter, like "only for weddings".
- An action: what happens (send an email, create a task, move a stage).
Why it's worth setting up
The follow-ups you forget are the ones that cost you: an unsent reminder, a late thank-you. An automation makes those happen every time, without you having to remember.
Tip
Start with one: the follow-up you send most often. Add more once you've seen it working.