Where to find it: Communication → Automations and Tasks.
An automation is “when X happens, do Y”: when a charge is 10 days overdue, send a reminder; when the medical certificate expires, warn the family and create a task for the manager; when someone joins, send the welcome.
How to do it
Pick a built-in template (three-step dunning, welcome, expired documents, birthdays) or create a rule from scratch.
Define the trigger, conditions and actions (email, message, task, tag).
Activate it and review the run history.
Tasks (call a family, review a document) are assigned to a user with date and priority.
Keep in mind
Automations respect email opt-outs (suppressions).
You can pause a rule without deleting it.
Frequently asked questions
Can I test an automation without sending anything?
Yes, with “Simulate” you see who would be affected.