Every freelancer does the same admin tasks over and over: sending a follow-up when an invoice is overdue, creating a project when a proposal is accepted, notifying a client when a file is ready. Builtomate Workflows let you automate these triggers so they happen without you. Set it once, let it run.
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The Problem
Most freelancers deal with these frustrations every week. Workflow Automations in Builtomate fixes all three.
Manually sending overdue invoice reminders every week — awkward and easy to forget
Repeating the same 5-step project setup for every new client — copy, paste, rename, repeat
Forgetting to follow up on sent proposals — deals go cold while you're busy on another project
Capabilities
Every tool you need for workflow automations, without the learning curve.
Workflows start when something happens: an invoice becomes overdue, a proposal is signed, a project reaches a milestone. You define the trigger, Builtomate watches for it 24/7.
When the trigger fires, Builtomate takes the action: send a reminder email, create a task, update a project status, or notify your client. No manual intervention needed.
Build workflows with a simple trigger → action interface. No code. No Zapier required. Your automation lives inside Builtomate, connected to your real client and project data.
Workflow
Get up and running in minutes. No training needed.
Select the event that starts the workflow — invoice overdue, proposal signed, task completed, new client added, and more.
Set what Builtomate should do — send an email, create a task, change a project status. Multiple actions can be chained.
Turn on the workflow. It runs automatically every time the trigger fires. Review the activity log to see what ran and when.
Built into Builtomate — no extra app, no integrations needed
Getting Started
Practical advice from freelancers who use Builtomate every day.
Start with one workflow: the overdue invoice reminder. Set it to send a polite follow-up 3 days after the due date. Most freelancers recover outstanding invoices just from this single automation.
Build a "New Client Onboarding" workflow that triggers when a proposal is signed — automatically creating the project, sending a welcome email, and adding a kickoff task to your board.
Use workflows to enforce your own process, not just to save time. A workflow that creates a QA task when a project moves to "Review" means you never skip your own quality check when you're rushed.
Review your workflow activity log monthly. If a workflow has never triggered, either the trigger is too specific or you're not using the feature it's based on — delete or adjust it.
Chain two actions in one workflow — e.g., when an invoice is paid: mark the project complete AND send a "thank you + feedback" email. Two steps, one trigger, zero manual effort.
FAQ
Explore more
Send proposals, collect signatures, win projects faster.
Explore →Generate professional invoices and get paid faster — auto-filled from tracked time.
Explore →Custom client questionnaires before projects start.
Explore →Join freelancers who run their entire business in Builtomate. Start free — no credit card needed.
Free plan included · No setup · Cancel anytime