WiseSlip
← Help Center

Team & account

Automating the follow-ups you'd otherwise forget

Set a rule once, and let WiseSlip handle the reminder for you.

What automations do

Automations (in the sidebar) are simple rules: when something happens - an invoice goes overdue, a quote sits unanswered for a week, a retainer's hours run low - WiseSlip sends a notification or reminder automatically, so nothing slips through the cracks because everyone got busy.

Turning one on

Browse the list of ready-made automations and switch on the ones that fit how you work. Nothing sends on your behalf without your say-so first - automations notify you, they don't email your clients for you unless you've specifically set one up to.

Still stuck? Contact support.