Invoice follow-up Sends a reminder email 7 days after an invoice is issued with no payment. | Active | invoice_overdue | 2 minutes ago | 4/312 | |
New client onboarding Creates a project folder, assigns team members, and sends a welcome packet. | Active | contact_created | 1 hour ago | 1/87 | |
Weekly team digest Compiles open tasks, completed work, and blockers into a Friday summary email. | Active | schedule_weekly | 3 days ago | 0/23 | |
Support ticket triage Tags, prioritizes, and routes new support tickets based on keyword rules. | Paused | ticket_created | 5 days ago | 0/541 | |
Contract renewal alert Flags contracts expiring within 30 days and adds a task to the account owner. | Error Action needed | contract_expiring | 8 hours ago | 0/19 | |
Expense report reminder Reminds team members to submit expense reports by the end of each month. | Draft | schedule_monthly | Never run | 0/0 | |