Automate workflows, eliminate repetitive admin, never miss a deadline
Design custom workflows with drag-and-drop triggers and actions — automating renewal reminders, welcome emails, SMS notifications, task creation, and case stage updates. No code required. No developer needed.
ERC End Date
Trigger: 6 months before
Send Email
Renewal reminder template
Create Task
Review remortgage options
Notify Adviser
Push notification
Automation executing...
A visual automation builder that works the way advisory firms actually operate
Related capabilities: Email Studio, Message Hub, Case Management
Event-Driven Triggers
Automations fire on real business events — new client created, case status changed, document uploaded, ERC end date approaching, task completed, factfind submitted. System-scheduled triggers handle daily checks and renewal reminders automatically.
Automated Email & SMS
Send personalised emails and SMS messages when triggers fire. Use merge tags like {{client.name}}, {{case.reference}}, and {{adviser.name}} for dynamic personalisation. Integrate with Email Studio templates for branded, professional communications.
Automatic Task Creation
Generate tasks with custom titles, descriptions, due date offsets, assignees, priorities, and statuses — ensuring follow-ups, compliance reviews, and client check-ins are created the moment they're needed. Zero manual intervention.
Conditional Logic
Add conditions to control when actions run. Skip emails for certain case types, only create tasks for specific advisers, or branch workflows based on client status — building intelligent automation that respects your firm's processes.
Canvas-Based Builder
Drag triggers and actions onto a visual canvas to design workflows. Connect nodes, inspect settings in the side panel, zoom and pan across complex automations — see your entire workflow at a glance without writing a single line of code.
Scheduled Execution
Choose whether actions fire immediately or are scheduled for later — send follow-up emails after a 3-day delay, create tasks 14 days before an ERC end date, or space out client communications over a nurture sequence.
Multi-Action Workflows
A single trigger can fire multiple actions — send an email AND create a task AND update a case status AND notify the adviser. Chain actions together to build comprehensive workflows that handle entire processes.
Renewal & Retention Engine
Build ERC end date automations that trigger 6 months before expiry — sending the client a renewal email, creating a remortgage case, assigning a task to the adviser, and scheduling follow-up messages. Retention on autopilot.
Template Library
Start with pre-built automation templates for common advisory workflows — new client onboarding, remortgage renewal, document chasing, annual reviews — then customise to match your firm's exact process.
See it in action
Explore the interactive demo below to experience how this feature works in Advizo.
Built for real advisory workflows
Here's how firms like yours use this feature every day.
Remortgage renewal pipeline
6 months before ERC end date: send client an email, create a remortgage case, assign a task to the original adviser, and schedule a follow-up SMS. The entire renewal process starts without anyone lifting a finger.
New client welcome sequence
When a new client is created: send a branded welcome email from Email Studio, create onboarding tasks for the adviser, trigger a portal invite, and schedule a 'just checking in' message for 48 hours later.
Document chasing automation
When documents are requested but not uploaded within 5 days: send an automated reminder via the Message Hub. If still missing after 10 days, create a task for the adviser to follow up personally.
Case completion celebrations
When a case status changes to 'Completed': send a congratulations email, create a 30-day follow-up task for a satisfaction check, and schedule a 6-month reminder to discuss protection needs.