automations

Save 2 Hours Every Week with Automations

Let AI-powered Automations handle repetitive tasks so you can spend time where it counts.

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Workflows, Without The Work

Automate routine actions: create projects, send retainer invoices or Slack messages and assign Tasks. Skip the busywork, reduce expensive errors, and keep your team on track.

Never Miss a Critical Update

Set Automations to run on a schedule or trigger them with specific actions. Alert your finance team to unpaid invoices, notify project managers of urgent client requests, and never miss a beat.

Optimize Operations With Productive

Switch from multiple tools and spreadsheets to one scalable professional services platform.

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Ask AI to Build an Automation

From everyday activities to complex workflows, simply describe your needs and let your AI Assistant build automations for:

  • Tasks

  • Invoices

  • Budgets

  • Sales Deals

  • Forms