Creative & Project-Based demo
Owner viewWatch margin, retainer burn, milestone approval, and capacity utilization.
Approval queue
62 watch
Deliverable approval
6 open
Retainer burn
14h left
Project Board: 81% on timeDeliverable Approvals: 6 approvalsRetainer Budget: 34% marginClient commentsFinal filesScope changeTime log
Creative & Project-Based Hub
Templates, automations, and tools for your industry
Industry Workflows
Template Packs
Automation Presets
When: Estimate approved
If: deliverable is ready to start
Then: Create invoice, project, tasks, and client notification
active
When: Assigned work starts
If: Employee clocks in from mobile
Then: Notify manager and update dashboard workload
active
When: Invoice overdue 7 days
If: Balance is greater than $0
Then: Send reminder and add owner approval task
active
When: Document uploaded
If: Document is required for this workflow
Then: Mark checklist item complete and log audit event
paused