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Automation Builder

Feature: Workflow Automation ($150)

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This is a Fully Interactive Demo

  • • Click around, fill out forms, and test all features—everything works!
  • • Switch between Customer View (what your clients see) and Admin Dashboard (your control panel)
  • • All data is stored locally and will be cleared when you close this tab
  • • Resize your browser to see the responsive mobile design

Workflow Automation

Build and manage automated workflows

Active Workflows

12

Total Runs

2,456

Success Rate

98.5%

Time Saved

156h

Your Workflows

New Customer Onboarding

Active

Trigger: Customer Created5 actions

234 successful runs

Invoice Payment Reminder

Active

Trigger: Invoice Overdue3 actions

156 successful runs

Project Completion Notification

Paused

Trigger: Project Status Changed4 actions

89 successful runs

Lead Nurture Campaign

Active

Trigger: Lead Created7 actions

445 successful runs