Email and SMS follow-up, tasks, reminders and team notifications that run on their own. Test a run before a client sees it.
14-day free trial. Card required. After the trial: from $29/month. Renews automatically every month until you cancel. Cancel anytime in Settings → Billing.
Workflow automation software performs repeatable actions when defined business events occur. Workspace369 workflow automations cover email and SMS automation, task creation, reminders, and internal notifications for teams or individual members — with unlimited steps, filters, and rules, tested in simulation and reviewed in execution logs against client-work context.
Reviewed October 22, 2026 by the Workspace369 Product Team. Availability can vary by plan, region, and workspace configuration.
Read the automation documentationOnce these building blocks are familiar, every automation — one you write or one from a template — reads the same way.
The event that starts the workflow — something that already happens in Workspace369, like an invoice being sent or a new lead being assigned.
A filter that decides which records continue. Only matching records — for example, an invoice still unpaid — move on to the next step.
A timed pause between steps, from minutes to days, so follow-up lands when it should instead of all at once.
What the workflow does next: send an email or SMS, create a task, set a reminder, or post an internal notification.
One execution of the workflow for one record. Every run is logged with its status, recipients, timing, and trigger context, so you can review what actually happened.
Client-facing messages prepared by you, always from templates your team controls.
Internal work created by the same run, for the whole team or an individual member.
Every workflow begins with one supported trigger. The builder checks trigger support before activation, so a workflow can never start from something the workspace cannot see.
Workspace369 ships pre-made workflow templates for leads, clients, invoices, proposals, the inbox, the calendar and tasks. Use one as-is or change any step: each is a sequence of a trigger, waits, conditions and actions, and every step stays editable and testable.
Send a gentle reminder, a firmer one after a week, then a final notice before manual review.
Text the client when their card fails, email the pay link two days later if the invoice is still unpaid, and add a task to call them.
When a client moves into Onboarding, email them a welcome and add a task to send the welcome pack.
Workflow Runs keeps each execution with its status, recipient, automation and trigger context. Test runs let you check variables, recipients and readiness before a live email or SMS can reach a client, and they stay apart from live runs.
Each run shows the workflow, its status, the channel and recipient, when it ran and how long it took. Open one to inspect its saved detail and outcome.
Watch · 1:33
Automate your follow-ups in Workspace369: workflows start with a trigger and run their steps on their own. Test one safely, pause it, or use a template.
Read the transcript and chapter guide →Recorded in a demonstration workspace. Check current plans and settings for availability.
Ask Workspace AI what needs attention, such as which invoices are unpaid, and it answers from your workspace with the safest next step for each. Describe an exact use case and it prepares the workflow itself (triggers, waits, conditions and actions) for you to simulate, adjust and activate. AI-drafted workflows start on Commander ($299/mo).
Explore Workspace AI1 prepared step ✓ Ready
You have 13 unpaid invoices totaling $68,849.75. Here's a breakdown and the safest next step for each:
Cadet runs email automations with up to 3 active workflows. Voyager adds SMS steps and 10 active workflows, Specialist allows 25, and Commander and Enterprise have no limit and add AI-drafted workflows.
Compare plansActive workflows per plan
Every plan includes pre-made templates, simulated test runs, execution logs and unlimited steps. Read from the current plan comparison.
A workflow automation can send an email or SMS, create a task in the workspace, set a reminder, or post an internal notification for the whole team or an individual team member. Each action stays in a clear, reviewable order before activation.
Every plan includes workflow automations. Cadet runs email automations, with up to 3 workflows active at once. Voyager adds SMS steps and allows 10 active workflows, Specialist allows 25, and Commander and Enterprise have no limit on active workflows. AI-drafted workflows start on Commander.
No. Workflow automations can include unlimited steps, with complexity, filters, and rules defined for individual customization. Simulations and execution logs keep even long workflows testable and reviewable.
Yes. A workflow can mix timed waits with conditional steps — for example, pausing for an hour after a welcome SMS and sending an email follow-up only if the client has not replied.
Yes, on the Commander and Enterprise plans. Describe the exact use case and Workspace AI helps prepare the workflow — triggers, waits, conditions, and actions — for your review. You can simulate, adjust, and activate it when it is ready. On other plans, start from a pre-made template.
Yes. Workspace369 includes pre-made workflow templates for different industries and common strategies, such as welcoming new leads, escalating unpaid invoice reminders, and appointment confirmations. Every template step can be adjusted before activation.
Yes. Workspace369 includes simulated test runs so teams can inspect a workflow without sending the live email or SMS action.
Supported triggers include scheduling, client, invoice, payment, proposal, task, lead, call, and scheduled-time activity. The builder checks trigger support before activation.
The builder checks trigger support before activation, and readiness checks surface unsupported or incomplete setup during simulation — before a live email or SMS can be sent.
Yes. Workflow Runs keeps live executions and test runs available with status, recipient, timing, and detailed trigger context.
Start from a pre-made template, simulate it, and switch it on when it's right. Nothing goes live until you activate it.
14-day free trial. Card required. After the trial: from $29/month. Renews automatically every month until you cancel. Cancel anytime in Settings → Billing.