Build it once, run it every time.
Turn repeatable processes — onboarding, delivery, billing — into automations. New client to first invoice, handled the same way every time.
Your process, on autopilot
Define the steps once: new client triggers a contract, a signed contract spins up the project, completed work queues the invoice. Recurring tasks create themselves.
- Trigger-based automations
- Recurring task templates
- Project blueprints for fast kickoff
Consistency at scale
Onboard the tenth client exactly like the first. Workflows mean nothing slips between done and paid as your studio grows.
- Reusable project templates
- Automatic handoffs between stages
- Nothing leaks between done and paid
Automate the repeatable
Triggers
Kick off actions when a client, contract, or milestone changes.
Blueprints
Spin up a fully structured project from a template in seconds.
Recurring tasks
Schedule work that should happen every week or month.
Frequently asked
Do I need to code anything?
No — workflows are built from triggers and actions in a visual builder.
Can a signature trigger a workflow?
Yes — a signed contract can automatically create the project and queue a deposit invoice.
Run your studio on rails. Automate it.
Workflow automations on Pro and Business.
No credit card · No trial countdown