Automation
Automate repetitive tasks, email communications, and workflows to save time and ensure nothing falls through the cracks.
Email Automation#
Create reusable email templates and automate client communications for reminders, notifications, and updates.
Filing Reminders
Auto-send 7, 3, and 1 day before deadlines
Task Assignments
Notify team when tasks are assigned
Invoice Notifications
Send invoices with PDF attachments
Payment Reminders
Automated overdue invoice reminders
Task Completion
Notify clients when tasks are completed
Onboarding Emails
Welcome emails for new team members
Template Variables#
Use these variables in your email templates for dynamic content:
{{client.name}}{{client.email}}{{filing.type}}{{filing.dueDate}}{{invoice.number}}{{invoice.amount}}{{task.title}}{{user.name}}{{org.name}}Email Campaigns#
Send bulk emails to client segments with tracking and analytics.
Campaigns can be scheduled to run daily, weekly, or monthly. Set your preferred send time in Settings → Email Preferences.
Task Automation#
Set up recurring tasks and create automation rules for intelligent task assignment.
Recurrence Patterns#
Task Templates#
Create reusable task templates with predefined checklists, assignees, and settings for consistent workflow execution.
Template Library
Save and organize templates by category (GSTR, ITR, ROC, etc.)
Predefined Checklists
Include step-by-step checklists that auto-attach to tasks
Default Assignees
Pre-assign team members or use smart assignment rules
Time Estimates
Set expected duration for better workload planning
Creating a Template#
Go to Settings > Task Templates > Create New
Enter template name and select category
Add checklist items with descriptions
Set default priority, assignee rules, and time estimate
Save template for use across your workspace
Built-in Templates#
Task Dependencies#
Define relationships between tasks to ensure proper sequencing and prevent work on blocked tasks until prerequisites are completed.
Dependency Types
Finish-to-Start, Start-to-Start, and custom dependency rules
Visual Indicators
See blocked tasks and their dependencies at a glance
Auto-Notifications
Get notified when blocking tasks are completed
Circular Detection
Automatic prevention of circular dependency chains
Dependency Statuses#
Right-click any task on the Work Board and select "Add Dependency" to quickly link tasks together. You can also drag tasks to create visual dependency chains.
AI-Powered Features#
Leverage AI to streamline your workflow with natural language task creation and automated checklists.
Natural Language Tasks
Create tasks using plain English - AI extracts client, type, priority, and due date
Smart Checklists
AI-generated compliance checklists based on filing type
GST Summarizer
Analyze and summarize GST data from uploaded files
Cost Monitoring
Built-in AI usage tracking with budget controls
Try typing: "GSTR-3B for XYZ Ltd high priority due tomorrow" and AI handles the rest. The AI parses client name, compliance type, priority, and due date automatically.