Automations
Little helpers that do the busywork — and show their work.
When this happens, do that
An automation is a recipe: when something happens (a form comes in, a contract gets signed, an invoice is paid), follow your steps in order — send an email, wait a couple of days, add a task, move the project's stage, send a questionnaire.
Start with the Library's ready-made ones and tweak. Emails can use fill-in-the-blank fields like {{client_name}}.
Why did this happen?
Every run is listed under Recent activity with a plain sentence for what set it off and a timestamped log of each step. If an automation ever surprises you, the answer is right there — and Pause stops one instantly.