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The follow-ups you keep forgetting,done automatically
Things slip when every reminder and hand-off depends on you remembering. Build simple trigger → action rules in seconds. Invoice paid sends a thank-you, project completed notifies the client. Let them run across your KAZI workspace with real execution, dry-run testing and full run history.
Part of your connected workspace: rules trigger across Invoices, Tasks, Projects and Messages, for creators, agencies, startups and teams alike.
See it in action
kazii.ai/dashboard/projects-hub
Set one up in three steps
1
Pick a trigger
Choose what starts your automation, e.g. "Invoice paid".
2
Add conditions (optional)
Narrow it down, e.g. "only if amount is greater than 500".
3
Choose actions
Send an email, create a task, update a record, message Slack, and more.
Everything you need to automate
Real triggers
Fire rules on invoice paid, project completed, new client, task assigned, deal stage changes, schedules, and incoming webhooks.
Send emails
Automatically email clients or yourself: payment thank-yous, invoice links, reminders, and onboarding messages.
Notify & create tasks
Create in-app notifications, add tasks to your list, and post Slack messages so nothing falls through the cracks.
Conditions
Add "only if" conditions so rules run exactly when you want: amount greater than, status equals, field contains, and more.
Test before you ship
Run a dry-run test on any rule to validate every action before it goes live. No surprises.
Full run history
Every execution is logged with status, duration, and per-action results. See exactly what ran and when, from real data, no guesswork.
Put your busywork on autopilot
Start with a template or build your own rule in under a minute.
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Frequently asked questions
What are KAZI automations?+
Automations are simple when-this-do-that rules that run your business on autopilot. A real trigger fires an action such as sending an email, notifying someone or creating a task, using your live KAZI data.
What triggers and actions are available?+
Automations use real triggers from your KAZI activity and can send emails, send notifications and create tasks, so routine follow-through happens without you remembering.
Is this different from the full workflow builder?+
Yes. Automations are quick single-rule shortcuts, while the workflow builder chains many steps into a larger process. Use automations for fast wins and the builder for complex flows.
Do automations need code?+
No. You create rules by choosing a trigger and an action, no scripting required.
How do automations connect to the rest of KAZI?+
They act on your real projects, clients, tasks and messages in one ecosystem, so an automation moves actual work forward instead of just logging an event.