The second time you send the same questionnaire by hand, you're doing busywork. Automations run when something happens, and can wait before the next step.
Ready-made automations
New lead → questionnaire. Contract signed → invoice. Invoice paid → kickoff. Turn one on, then adjust it.
Your own trigger
Project created, stage changed, proposal accepted, meeting booked — plus a task or a logged email.
Included on Starter
Automations are on every plan, Starter included. The Golden Hour demo already has several on so you can see them fire.
How it goes
- Step 1
Open Workflows. Enable a suggested pack or write one.
- Step 2
A lead submits your studio's inquiry link — the questionnaire goes out.
- Step 3
Scheduled waits run when they are due. Activity records it.