Email to you
Overdue tasks
A task or project past its due date, and not marked done, is emailed to you. Invoice sheets and deal sheets with a close date are left to those automations.
What it reads
Emails you tasks or projects past their due date that are not done. An invoice sheet and a deal sheet are skipped.
Who hears about it
Email to you. This one never emails your customers or vendors.
Which plans
One of 30 built-in automations. Starter runs 2 from spreadsheets. Growth runs all 30 plus 10 you build, with live connections. Scale and Firm run all 30 plus 40 you build. A custom automation uses one plan slot.