Automated Workflows & Reminders

Let Origami Chase Deadlines So Your Team Can Chase Results.

Manual follow-ups drain hours and introduce risk. With Origami’s drag-and-drop workflow builder, triggers fire emails, Slack pings, approvals, and invoices—keeping projects and cash flow on track.

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Key Highlights

No-Code Builder

IF/THEN blocks anyone can use.

Pre-Built Templates

Onboarding, proposal approval, invoice dunning.

Cross-Tool Actions

Outlook, Slack, Teams, Xero.

Client Automations

Send portal invites, status digests, surveys.

Run Logs & Metrics

See success/failure, time saved.

Why It Matters

Reclaims admin hours for high-value work

Automate repetitive tasks like invoicing, reminders and approvals—so your team spends time on strategy instead of busywork.

Shortens DSO with automated dunning

Schedule friendly payment reminders, late-fee notices and follow-ups automatically—getting invoices paid faster and reducing your days sales outstanding.

Enforces process consistency—no steps missed

Build your workflow once with mandatory checkpoints and automated hand-offs—so every approval, notification and task happens exactly when it should.

Real-World Use Cases

Invoice Reminder Flow

Dunning emails escalate automatically.

Onboarding Checklist

Auto-creates tasks, assigns gear, schedules training.

SLA Breach Alert

Slack ping to PM when task nears deadline.

Automate the busywork - see the Workflow Builder!

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