Automations

Stay thoughtful and timely without keeping every follow-up in your head.

Turn common client moments into reliable, editable actions — with your wording, your timing and a complete sending record.

Consistent does not have to sound robotic.

Automations · Active recipes

Unsigned proposal follow-up

After 3 days

Invoice payment reminder

Before and after due date

Google review request

When final invoice is paid

Holiday-hours notice

Before selected bank holidays

When to use it

The right tool at the right moment.

Use Automations for routine, time-sensitive communication that should happen consistently: unsigned work, overdue money, review requests, holidays and dormant relationships.

  • Editable templates aligned to your voice
  • Proposal and invoice chasers
  • Google review requests after completed work
  • Holiday notices and appointment reminders
  • Audited delivery through the message queue

How it works

1

Choose a recipe

Start with a practical trigger such as a due date, accepted milestone or completed payment.

2

Make the wording yours

Edit the saved template and preview the client-facing message.

3

Monitor every send

Queued, sent and failed messages remain visible and retryable.

What happens next

Let Noodle watch the whole picture

Noodle brings urgent tasks, client activity and stalled work into one prioritised conversation.

See the next step