Turn repetitive client work into automated workflows.
Create rules that respond to events, like proposal signing, project stage changes, and invoice payments, then run the follow-up actions you configured.
Build rules around the events you already run.
Use toggle-based automations or the custom rule builder, connect a trigger, define the rule, and run a configured action when the event happens.
Real events. Configured follow-through.
Automations respond to client-business events already in Kwill, proposal signing, project stage changes, and Stripe invoice-paid webhooks.
Trigger →
Rule → Action
Step 1
Trigger fires
Step 2
Rule evaluates
Step 3
Action runs
Build workflows around events in your client-management process — without rebuilding the same follow-up by hand.
Proposal
Signed
When a client signs a proposal, the custom rule you configured runs its follow-up action automatically.
Invoice Paid
INV-2026-104 — $6,200.00 paid via Stripe Card (**** 4242)
4 Core Automations
Custom Rule Builder
Build custom rules or use toggle-based automations that decide when to run.
Built for the Work Service Businesses Repeat
Automations sit inside your client workflow — proposals, projects, and payments — so admin follow-through happens when the event does.
Automatic Execution
Kwill executes the configured action automatically when the trigger and rule match.
Less remembering. More follow-through.
Stop relying on memory for the same client-business steps. Let a workflow respond when the event occurs.
Manual
Event → Remember → Perform action → Repeat
Automated
Event → Kwill workflow → Action
Automation questions
What Kwill automations support today, triggers, custom rules, and configured actions.

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