™How do I stop forgetting things?
Build a rule
Automation Studio, in plain words.
Open Automation Studio and press New, or start from one of the ready-made rules. A rule starts with When: a customer is added, an invoice is paid or goes overdue, a task is done, a booking comes in, a form is submitted, a record in one of your lists changes, or a schedule (every 15 minutes up to monthly).
Then add the steps in order. A Condition checks something and skips what follows if it is false. A Split goes one way or the other. Wait pauses for minutes, hours, days or weeks. Wait until checks a detail every so often. Ask someone pauses the rule until a person answers a short form. Work out does a sum. Stop ends it.
Actions: send an email, have Trig draft a reply for someone to send, make a task, add to the calendar, notify you or the team, update a project's status, create or update or find a record, or send a webhook.
Press Test to walk the rule through without doing anything real. Publish when it is right. Every run is listed under Run history. If you would rather describe the rule in a sentence, ask Trig and it drafts the steps for you.