How-to · Automations
Create your first automation
Build a rule that sends a follow-up or reminder for you when something happens.
Updated June 17, 2026
Start with one automation: pick what triggers it, pick what it does, and turn it on. A good first one is a reminder when an invoice goes overdue.
Build it
- Go to Automations and choose New automation.
- Pick a trigger, like "invoice is 3 days overdue."
- Add an action, like "send a reminder email," then turn it on.
Tip
Test it on yourself first: trigger the condition with a test client and watch the action run before you rely on it.
For everything you can trigger on and do, see Automation triggers and actions. For the concepts, see How automations work.