Automations

Let the busywork run itself

Automate reminders, status updates, client follow-ups and task handoffs so your team focuses on the work that actually needs a human.

The quiet engine behind a smooth-running agency

NEXPMX Automations connects the dots across your agency. When a task is approved, kick off the next one. When an invoice goes overdue, nudge the client. When a project stage completes, update the portal — all without anyone lifting a finger.

Build simple “when this, do that” rules with no code. Every automation removes a recurring manual step, so your team’s energy goes into strategy and creativity, not chasing and copying.

Automation rules connecting tasks, reminders and client updates

Why agencies love Automations

Remove the repetitive glue work between every step of delivery.

No-Code Rules

Build “when this happens, do that” workflows in minutes. No developer, no scripts — just clicks.

Automatic Follow-Ups

Reminders and nudges fire on their own — overdue invoices, pending approvals, stale tasks.

Seamless Handoffs

Finish one step and the next kicks off automatically. Work never stalls waiting on a manual ping.

How Automations works

From manual grind to hands-off in three steps.

1

Pick a Trigger

Choose the event — task approved, invoice overdue, stage complete — that should set things in motion.

2

Define the Action

Tell NEXPMX what to do next: notify, assign, update the portal, or send a reminder.

3

Let It Run

The automation fires every time, quietly removing a manual step from your team’s day.

Automations does not stand on its own

Everything Automations records is written to the same business memory the rest of the product reads from. This is Tasks, working from it.

The Tasks screen in NEXPMX, reading the same records Automations writes.

Ready to put the busywork on autopilot?

Start automating your agency today. Plans start at ₹650 per user.