Onboarding paperwork

Collect signatures, policies, and details before a new client or a first day begins.

macOS — coming soonSee the 2 automations
SMB / AUTOMATE.md

When a new client record appears, check the required fields and email one message listing everything still missing.

Ready-made: Missing details check

The job, and what good looks like.

### What breaks Contracts get signed after the work starts, and details get chased one question at a time. Every missing item is an email, a phone call, and a version that is not the copy on file. ### What the workflow does - Send the contract or waiver for signature as soon as the booking or job is created. - Remind the customer when a signature has been outstanding for a few days. - Check a new client or new starter record against a short list of required details, and send one message listing everything still missing. - File the signed copy next to the job, so the next person does not ask again. ### What stays human You approve the contract template and the reminder wording, and you confirm the completed record yourself before the work starts.

When it is handled

  • Signed copy stored against the job
  • Missing details listed in one pass
  • No job started on an unsigned contract

Works with tools like

  • DocuSign
  • HoneyBook
  • BambooHR
  • Notion

Ready-made automations. Pick the one that fits.

Each one is a plain-language document. Run it as it is, or change the timing, the rules and the tools to match your team.

Missing details check

When a new client record appears, check the required fields and email one message listing everything still missing.

When a new client or starter record is created

Signature reminder

After three days with no signature, email the customer a fresh signing link and note it against the contract.

When a contract has been unsigned for 3 days

You stay in charge.
At every step.

It does the admin. You decide what reaches a customer.

  • Nothing sent without your OK

    Reminders and replies wait in your drafts until you send them.

  • Undo what you don't want

    Every step is recorded, and a file it changed can be put back.

  • Only what you connect

    Each automation reaches only the email, calendar and folders you give it.

Missing details check

Approve before it sends the email?

ReviewApprove

Before you download.

Where does it run?
On your Mac or Windows computer, in the background. It keeps working after you close its window, and only reaches the folders and apps you connect for each automation.
How does it connect to our CRM and other tools?
Through each app's own connection where it offers one, signed in once by you, or by using the app in a browser the way you would. Each automation gets only the connections you give it, and the tools a page names are examples you can swap for your own.
Does it run when my computer is asleep?
It keeps your computer awake while a job runs and just before a scheduled one. While the computer is closed or off, nothing runs; when it wakes, it checks the inbox, calendar and other sources it watches for anything that arrived meanwhile.
How does my team use it?
Each person who runs automations installs the app. Keep a project in a shared folder, such as Google Drive or a network drive, and teammates can open it and follow every run, while one person owns it and runs it.
Do I need anyone technical to set it up?
No. Download the app, add an automation in plain words, and connect only what that job needs. Nothing runs until you switch it on.

Already have tools for this? Here is the difference.

The features in your invoicing or booking app

Sending standard reminders inside that one app.

They stop at that app's edge and can't follow your own rules or exceptions.

Flowchart automation tools

Connecting apps if you have the time to build and maintain the flow.

Most owners never have that time, and every exception becomes another branch.

Doing it in the evening

Full control, every time.

It waits for you, and it slips when the week gets busy.

AUTOMATE.md

Your routine, written in plain words. It runs on its own, follows your rules, handles the exceptions a flowchart can't, and asks you when it matters. The file stays yours, whichever AI model runs it.

Related workflows.

Reviews and referrals

Ask for a review at the right moment, and turn happy customers into introductions.

2 automations

Customer deposits

Take a deposit at the point of booking, so the first week of work is already paid for.

2 automations

Bookkeeping handoff

Send the bookkeeper a clean, categorized month instead of a shoebox of receipts.

3 automations

Start with one job.
Make it your own.

macOS — coming soon
  1. 1

    Get the app

    It runs on your computer, next to your files.

  2. 2

    Add the automation

    Paste the instructions into the app, or save them as a file next to your work.

  3. 3

    Try it, then turn it on

    Run it once and check the result. It only runs on its own once you switch it on.

macOS — coming soon