Automations
Automations that run your routine work
Reminders, invoices and follow-ups run on their own, on a schedule or the moment something happens.
When an order is paidSucceeded
Order paidShopify · Online store10:02:11- Find the customerClient CRM0.3s
- Text an order confirmationTexts · from your business name1.1s
Email the order summaryFrom your Gmail0.7s
Add the order to the sales sheetGoogle Sheets0.5s
When it runs
Runs when you need it to
- On a schedule, like every weekday or at month-end
- When something happens in an app, like a paid order or a new booking
- When a form is sent or a record changes, like a deal moving to Won
SchedulesTimes are your local time
Every weekday, 8 a.m.Send the team today’s job listLive
Every day, 5 p.m.Remind clients of tomorrow’s visitsLive
Every Monday, 9 a.m.Email the weekly sales reportLive
Last day of the month, 6 p.m.Draft the month’s invoices in XeroLive
What it can do
Gets work done across your apps
An automation can work in any of the 10,000+ apps OLODESK connects to.
With the tools built in
Send an email or a text, or have AI read a document.
Reliability
Runs reliably, around the clock
Each automation is monitored, with automatic retries and alerts when something needs you.
You can see every run, step by step.
Month-end invoicesSucceeded
- Last day of the month, 6 p.m.Schedule18:00:00
- Collect the month’s bookingsBookings · 48 found1.2s
Create 12 draft invoicesXero9.6s- Email you a summaryReady to review0.6s
FAQ
Questions about automations
Can I test an automation before it goes live?
Yes. Watch mode tries it on your real data and sends nothing, so you can check each step first.
Can I move automations from another tool?
Yes. Describe what each one does today, and OLODESK rebuilds it with you. Switch over when the new one looks right.
Can I pause an automation?
Yes. Each one has an on/off switch in your portal.