Create an Automation
Set up triggers and actions to automate your workflow.
What are automations?
Automations run actions automatically when something happens. For example: "When a project moves to Delivered, send the gallery link to the client."
Create a rule
Go to Settings > Automations and click "+ New automation". Pick a trigger (e.g. project status change, new client added) and an action (e.g. send email, move to stage, add tag).
Test and enable
After creating a rule, test it with a sample project. When you are happy, toggle it on. You can pause or edit automations anytime.