Subscriber: FHD Works
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Emily
Administrator · FHD Works
My ProfileSettings

Automation & Workflows

Active Workflows
5 active
WorkflowTriggerActionsTotal RunsLast RunStatus
Invoice Overdue ReminderInvoice overdue > 3 days4 steps12815 May 2026 10:30Active
New Lead Welcome SequenceNew lead added to CRM3 steps8915 May 2026 09:15Active
Service Renewal AlertService expiring in 30 days5 steps24514 May 2026 18:00Active
Project Completion FlowProject marked complete6 steps3413 May 2026 14:20Active
Weekly Client ReportEvery Monday 9:00 AM3 steps5212 May 2026 09:00Active
SLA Breach EscalationSLA response time exceeded4 steps1811 May 2026 16:45Paused
Workflow Builder — Invoice Overdue Reminder
Trigger
Invoice overdue > 3 days
Condition
Check overdue days
Send Email
Reminder template
Wait 4 Days
Delay step
Notify PM
Slack + Email
Workflow Templates
Client Onboarding
Welcome email, setup checklist, assign PM, schedule kickoff
Onboarding
Invoice Dunning
3-step reminder: Day 3, Day 7, Day 14 overdue
Billing
Renewal Nurture
60/30/14/7 day renewal reminders with upgrade offers
Retention
Support Ticket Routing
Auto-assign based on priority, type, and team availability
Support
Post-Project Follow-up
Day 7/14/30 check-ins, NPS survey, referral request
Engagement
Lead Scoring
Auto-score leads based on engagement, company size, budget
CRM
Recent Automation Logs
View All
WorkflowActionStatusTime
Service Renewal AlertSent renewal email to TechFlow SolutionsSuccess15 May 2026 10:30
New Lead Welcome SequenceWelcome email sent to UrbanEats Pte LtdSuccess15 May 2026 09:15
Invoice Overdue ReminderReminder 1 sent for INV-1027Success14 May 2026 18:00
Project Completion FlowSign-off request generated for MarinaHubSuccess13 May 2026 14:20
Weekly Client ReportReport generated and emailed to 23 clientsSuccess12 May 2026 09:00
SLA Breach EscalationEscalation email to Arjun for TKT-382Failed11 May 2026 16:45
Service Renewal AlertRenewal reminder to BrightStar MediaSuccess11 May 2026 10:00
Invoice Overdue ReminderFinal notice sent for INV-1031Success10 May 2026 18:00