Automations: follow-ups while you sleep

Automations send the routine touches so nobody has to remember them.

The recipes

Each automation is a recipe — an event or condition, a wait, a message:

• Reorder nudge — a client passes their typical reorder window → a warm note.
• Review request — a commission collected → a few days later, the invitation to review.
• Quote chaser — a quote sits unanswered → the polite follow-up.
• Win-back — a regular gone quiet for months → the "we miss you".
• Aftercare — a week after collection → "how's it wearing in?"

Turn on the ones that match how you work, and edit every message to your voice — see Notification events and templates.

The guardrails

• Quiet hours — nothing sends overnight; late triggers wait for morning.
• Consent — marketing-flavoured sends respect the client's opt-in, automatically.
• The master pause — one switch stops all automations (holidays, a rough week), and everything resumes when you flip it back.

Start with two: the reorder nudge and the review request. They're the pair with the clearest money in them.