Workflows for what you build.

Asks the client for the blocking sign-off, nudges before the review window closes, posts the revised version, and confirms the campaign is live.

1. Ready for reviewSent when a draft is posted and the recipient's notes open the next round.
2. Review closingSent when a non-payment action window is approaching its close.
3. New version to reviewSent when a digital deliverable is generated and ready to access.
4. Campaign liveSent when an approved deliverable goes live.

Confirms kickoff and review calls, gets the client into the video room, and recovers the no-shows.

1. Call confirmedSent when a booking is confirmed.
2. Call tomorrowSent the day before the appointment.
3. Join the callSent shortly before a video appointment, carrying the join link.
4. Missed our callSent after a missed appointment.

Keeps retainer invoices paid and recovers a declined card before the account lapses.

1. Retainer invoice readySent when a new invoice is issued, with the amount in the text.
2. Card declinedSent when a customer's card is declined.
3. Payment receivedSent when a payment arrives, with the amount in the text.

Keeps account managers and creatives ahead of client-facing deadlines.

1. Deliverable dueSent to remind a team member of an upcoming task or deliverable deadline.
2. Call unconfirmedClaim-required alert; escalates server-side if nobody claims it.

Proves phone ownership at portal signup and flags new-device sign-ins.

1. Portal signup codeSent when a user verifies their phone at signup.
2. New portal sign-inSent when an account is accessed from a new device.