--- title: Automation & Workflows - Automate Client Onboarding in Kenly description: Create automated workflows with triggers, conditional logic, and actions to streamline client onboarding. keywords: automation, workflows, conditional logic, triggers, auto-reminders, workflow automation ---
Automation & Workflows
Automate repetitive tasks and create intelligent workflows that respond to client actions. ---📚 In This Section
🟢 Getting Started
- Create Your First Workflow — Automate simple tasks and notifications
- Auto-Reminders — Automatic follow-ups for incomplete tasks
- Workflow Triggers — Events that start automated workflows
- Conditional Logic — If/then rules for smart automation
- Automation Examples — Real-world workflow templates ---
- Trigger actions based on client behavior
- Send automatic emails and notifications
- Assign tasks and forms dynamically
- Create multi-step onboarding sequences
- Reduce manual work and follow-ups
- Client signs up → Send welcome email
- Form submitted → Assign next form
- All forms complete → Schedule kickoff call
- Contract signed → Start project Follow-up Reminders:
- Form incomplete after 24h → Send reminder
- Contract unsigned after 48h → Notify team
- Invoice overdue → Send payment reminder Team Notifications:
- New client → Notify account manager
- High-value contract signed → Alert sales team
- Negative feedback → Escalate to manager ---
🟡 Intermediate
🔴 Advanced
Quick Overview
What Is Automation in Kenly?
Automation lets you:Key Features
✅ Event triggers — Start workflows when things happen ✅ Conditional logic — Different actions for different situations ✅ Multi-step sequences — Chain multiple actions together ✅ Email automation — Send messages automatically ✅ Task assignment — Auto-assign work to team members ---Common Automation Use Cases
Onboarding Sequence:How Workflows Work
TRIGGER → CONDITIONS → ACTIONS