Small B2B Companies Hub

When: Estimate approved

If: project is ready to start

Then: Create invoice, project, tasks, and client notification

When: Assigned work starts

If: Employee clocks in from mobile

Then: Notify manager and update dashboard workload

When: Invoice overdue 7 days

If: Balance is greater than $0

Then: Send reminder and add owner approval task

When: Document uploaded

If: Document is required for this workflow

Then: Mark checklist item complete and log audit event