Pro tip: Use ⌘K to quickly search anything in Kazi
Pro tip: Use ⌘K to quickly search anything in Kazi
Pro tip: Use ⌘K to quickly search anything in Kazi
The same manual steps, welcome emails, document requests, reminders, handoffs, repeat on every project and steal hours you never get back. Build visual automations for client onboarding, invoicing, and task assignments that freelancers, agencies, and teams can set up once and trust to run.
Part of your integrated KAZI workspace: automations act on your real Clients and Invoices, designed visually in the Workflow Builder.


Drag-and-drop workflow builder with triggers, conditions, delays, and actions. No code required.
Start workflows from new clients, invoice events, task changes, form submissions, or calendar events.
Automate welcome emails, document collection, project creation, and intro calls for new clients.
Auto-send invoices on project completion, trigger reminders on due dates, and escalate overdue.
Add if/else branches based on amounts, client tags, project type, or any custom field.
Track how many times each workflow runs, average completion time, and failure rates.
Set up automations once and reclaim the hours you spend on repetitive work, for freelancers, agencies, and teams alike.
Start FreeA visual workflow builder that automates repetitive work such as client onboarding, reminders and invoicing. You pick a trigger and the steps that follow, and KAZI runs them for you across the ecosystem.
Common flows include client onboarding, follow-up reminders and invoice automation, built from a library of triggers and actions that connect to your real KAZI data.
No. The workflow builder is visual, so you assemble automations by choosing triggers and actions rather than writing scripts.
Automations are quick when-this-do-that rules, while the visual workflow builder chains multiple steps into a larger process. Both run on the same KAZI data.
Workflows act on your projects, clients, invoices and messages in one ecosystem, so an automation can move real work forward rather than just sending a notification.