Automation — Task365

Why agencies choose Automation

Everything you need to run this part of your agency — without the busywork.

14 trigger events

Conditions & delayed actions

Send notifications or emails

Auto-create tasks & projects

Execution log for every rule

Your agency runs itself

Set a rule once and Task365 handles the follow-up: overdue task alerts, meta-lead call tasks, invoice reminders, contract expiry warnings. Every execution is logged.

14 trigger events with conditions and delays

Send notifications, emails or create tasks

Test any rule with a dry run before enabling

Automation · Task365

14 trigger events

Conditions & delayed actions

Send notifications or emails

Auto-create tasks & projects

Live

Works with your stack

Lead365 · BikriBook · Razorpay · Slack · Teams · Google Calendar · Meet · Meta Ads

Frequently asked questions

Trigger on events like task overdue, lead won, invoice overdue, contract expiring - then notify someone, email a client, create a task or change a status. Conditions and delays are supported.

Yes - 5 default rules ship with every workspace: overdue notify assignee, 3-day overdue notify manager, Meta lead follow-up task, overdue invoice email, contract expiry alert.

Yes - every rule has a dry-run test against a chosen task, lead or client so you can verify conditions before enabling it.

Explore more features

Client Management

Retainers, onboarding checklists, health scores and a branded client portal.

Projects & Tasks

Kanban boards, recurring tasks, approvals, time tracking and workload views.

Leads & CRM

Pipeline, Lead365 sync, Meta Ads capture, proposals and win/loss tracking.

Finance & Invoicing

BikriBook sync, GST invoices, expenses and per-client profitability.

Reporting

Weekly/monthly client reports with auto-calculated metrics and PDFs.

Try Automation free for 14 days

Every feature, every plan, no credit card required.

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