You approve
New customer welcome
A customer whose earliest invoice date is within the last 14 days gets a short welcome. You approve it. Someone with an older invoice is left alone. A welcome is not counted as collected cash.
What it reads
Drafts a short welcome when a customer’s first invoice date is within the last 14 days and the row has an email. You approve it. It is not counted as collected cash.
Who hears about it
You approve. Nothing reaches a customer until you click Send.
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.