Automate your follow ups

Let tasks, emails and stage changes happen on their own at the right time.

3 min read · Updated October 2026

Step 1: Start from a ready made one

Go to Tools, Automations and open Ready made. Pick one, like a follow up after a new lead.

Step 2: Or build your own

Choose a trigger (like New lead or Invoice overdue), a wait, and up to 6 steps: create a task, send an email from a template, move the stage, or notify you.

Step 3: Review emails

Emails are drafted for your approval by default. Review, edit and send them from History.

Step 4: Fields that fill in

Templates can use {content_links} (your posted content's live links), and for invoices {invoice_number}, {amount}, {due_date} and {invoice_link}. The Overdue invoice automations use your Overdue invoice template, with the pay link filled in. If a field has no value, the email waits in History for you.

Tip: Automations only run for the project types you pick, so a UGC deal can follow different steps than a brand collab.

Open Peach Collab Studio