All features
Let the routine follow-ups run themselves.
A rule starts when an event is created, changes stage, comes within a set number of days, or reaches a first milestone. It works through its actions in order, and every run is kept.
Start planningRule · 4 actions
Harbour Lights GalaPlanning
Maya Okafor · 14 Mar 2027 · 220 guests
Start when · An event changes stage
When any event moves to planning
1
Apply “Planning kickoff”
12 tasks created
2
Notify the team
Everyone on the team
3
Post a client portal message
Appears in the event conversation
4
Draft “Planning retainer”
Saved as planner draft
Actions run in order. The run is kept with the event it ran on.
- Every plan includes automationsPlans differ by seats, nothing else.
- Up to ten steps a ruleRun in the order you set.
- Every event type, or oneChosen on each rule.
Write it once. Every event follows.
Choose the moment it starts and the steps it takes. The builder reads the rule back in plain words before you turn it on.
- Ten ways to startA new event, a stage, a date coming up.
- Only ifA step can check the facts first.
- Stops by itselfWhen the client replies or signs.
- Contracts stay draftsNever sent or signed for you.
Start whenThe event date is approachingDays before event30Event typeWedding
This automation will
30 days before wedding
- Create task “Confirm final guest count” for Jamie Holloway
- Create task “Send vendors the final timeline” for Alex Moreno
- Request “Final guest list”
- Email the primary client
From the rule to the run.
- Planning workApply a checklistCreate a taskCommunicationNotify the teamPost a portal messageEmail the primary clientDocumentsCreate a questionnaireCreate a contract draftRequest a client fileMoneyCreate an invoiceEventUpdate event stageTimingWait
Pick each step
Tasks, checklists, emails, portal messages, questionnaires, invoices and file requests.
- Wedding: final monthActive30 days before weddingGala: bookedActiveWhen gala moves to bookedCorporate: bookedPausedWhen corporate moves to booked
Pause it, keep it
A paused rule starts no new runs and keeps its steps, ready to resume.
- Wedding: final monthCompletedBennett–Shah wedding4 actions · 2 tasks · 1 record · 2/2 emails sentCorporate: bookedNeeds attentionNorthstar leadership offsiteContract template is no longer available.
Every run, kept
See what each one did. Fix the cause, then retry, up to five attempts.
The follow-ups go out while you plan the day.