Automations that run your consulting workflows
Tri-Gig automations eliminate repetitive work across intake, projects, communication, and delivery — so your team can focus on execution, not admin.
What you can automate
Lead intake & qualification
Automatically collect requirements, route leads, and create draft projects from intake forms or chatbots.
Project setup
Create project records, assign templates, and notify teammates when work is approved.
Client communication
Send updates, reminders, and follow-ups based on project status or milestones.
Internal workflows
Trigger tasks, checklists, or internal alerts when requirements change or approvals happen.
Built for real consulting teams
Automations in Tri-Gig are designed for consulting workflows — not generic “if-this-then-that” rules. They connect directly to your intake forms, projects, templates, and messaging system.
- • Workspace-level automation control
- • Reusable across projects
- • Designed for owners and admins
- • No coding required
Spend less time managing work
Let automations handle the busywork while your team delivers.