Automation Software
Put your busywork
on autopilot.
Automate follow-ups, reminders, and workflows — so you can focus on what matters.
No credit card required
Automation Builder
Step 1 of 3
New Lead Workflow
Automate your lead follow-up
New Lead Inquiry
Send Follow-up Email
Create Onboarding Task
Move to Booked Stage
- 0 hours
- saved weekly with
Wedy automations. - 0%
- faster client response
times on average. - 0x
- more leads nurtured
without extra effort.
Set it once, and
let it run forever.
Build workflows that handle the repetitive stuff — follow-ups, status updates, reminders, and more.
Trigger
New Lead
Action
Send Email
Condition
If package > $5k
Action
Create Task
Trigger Settings
Configure when this automation runs
Trigger Name
New Lead Inquiry
When
Form
Run once per lead
Prevent duplicate runs
Automate follow-ups
Send personalized emails automatically when a lead comes in, a proposal is viewed, or a payment is due.
Trigger on events
Set up workflows that fire when clients take action — booking, signing, paying, or going quiet.
Update statuses
Automatically move leads through your pipeline and update project statuses as things progress.
Create tasks
Generate to-dos and reminders for yourself or your team when specific milestones are hit.
Set it once,
and let it
run forever.
Build workflows that handle the repetitive stuff — follow-ups, status updates, reminders, and more.
Automate follow-ups
Send personalized emails automatically when a lead comes in, a proposal is viewed, or a payment is due.
Trigger on events
Set up workflows that fire when clients take action — booking, signing, paying, or going quiet.
Update statuses
Automatically move leads through your pipeline and update project statuses as things progress.
Create tasks
Generate to-dos and reminders for yourself or your team when specific milestones are hit.
Trigger
New Lead
Action
Send Email
Condition
If package > $5k
Action
Create Task
Trigger Settings
Configure when this automation runs
Trigger Name
New Lead Inquiry
When
Form
Run once per lead
Prevent duplicate runs
Build it. Set it. Forget it.
Choose a trigger
Start with an event — new lead, proposal viewed, contract signed, payment received, or a custom date.
Choose a Trigger
What should start this automation?
Form Submitted
Proposal Viewed
Contract Signed
Payment Received
Stage Changed
Date Reached
Add actions
Define what happens next — send an email, create a task, update a status, wait a few days, then follow up.
Form Submitted
Trigger
Send Email
Follow-up template
Wait 2 Days
Delay step
Create Task
Onboarding checklist
Action Settings
Send Email
Template
Follow-up Email #1
AI Mode
Personalize with lead data
Custom Instructions
Mention their event date and package if available...
Customize conditions
Add if/then logic so your workflows adapt to different scenarios — like different responses for different packages.
Trigger
Form Submitted
Condition
If package price > $5,000
Send Premium Welcome
High-value package
Send Standard Follow-up
Standard package
Action
Create Onboarding Task
Watch it work
Once activated, your automation runs 24/7. Track every email sent, task created, and status changed in real time.
Home
Automations
Templates
Activity
Automation Runs
Last 7 days
Automation
Lead
Status
Completed
New Lead Workflow
Sarah Johnson
2m ago
Follow-up Sequence
James Chen
1h ago
Onboarding Flow
Lisa Park
3h ago
Re-engagement
Tom Wilson
5h ago
More automation features
Instant triggers
Fire automations the moment something happens — a new inquiry, a signed contract, or a missed payment.
Email sequences
Build multi-step email sequences that nurture leads from first contact to booking.
Conditional logic
Add if/then branches so your workflows adapt based on client actions and responses.
Timed delays
Add wait steps between actions — follow up 2 days after a proposal is sent, or remind a week before an event.
Task creation
Automatically create tasks and reminders for you or your team when key milestones are reached.
Pre-built templates
Start with ready-made automation templates for common workflows — lead nurture, onboarding, follow-ups.
The Business Of Weddings
The Wedyverse
Marketplace
−Designed for luxury wedding venues and top-tier vendors combining CRM software, direct bookings, and curated package placement inside the Wedy marketplace.
World Class Booking Engine
+Bespoke Wedding Packages
+Proposals, Invoices, Contracts
+AI Workflow Automation
+Preferred Vendor Network
+AI Engineer Support
+The Wedyverse
The Business Of Weddings
Marketplace
Designed for luxury wedding venues and top-tier vendors combining CRM software, direct bookings, and curated package placement inside the Wedy marketplace.
World Class Booking Engine
Bespoke Wedding Packages
Proposals, Invoices, Contracts
AI Workflow Automation
Preferred Vendor Network
AI Engineer Support
FRICTIONLESS ONBOARDING
We Power The Wedding
Industry's Taste Makers
Focus on you. We'll handle routine, repetitive tasks and leave the rest untouched. The result: hours of your life, back in your hands.
Don’t stop there.
Wedy does a lot, because so do you. Keep exploring how Wedy can help your business thrive.
FAQsFAQs
Automations are workflows that run automatically when certain events happen — like a new lead coming in, a proposal being viewed, or a payment being received. They handle repetitive tasks so you don't have to.
You can automate email follow-ups, task creation, pipeline status updates, payment reminders, client onboarding sequences, and more. If it's repetitive, chances are you can automate it.
Not at all. Wedy's automation builder is visual and intuitive — just pick a trigger, add actions, and activate. No code, no technical skills, no learning curve.
Yes. You can add conditional branches that make your workflows smarter. For example, send a different follow-up email depending on whether a client opened your proposal or not.
Yes. Wedy includes ready-made templates for common workflows like lead follow-up, client onboarding, payment reminders, and re-engagement sequences. Customize them or use them as-is.
Yes. Automations can send personalized emails from your connected email account. Clients see messages from you — not from a generic system address.
No. You can create unlimited automations with unlimited steps. There are no caps on the number of workflows or actions that run.
Yes. Wedy provides a real-time activity log showing every action your automations take — emails sent, tasks created, statuses updated. You always know what's running and what's been done.
Automations are workflows that run automatically when certain events happen — like a new lead coming in, a proposal being viewed, or a payment being received. They handle repetitive tasks so you don't have to.
You can automate email follow-ups, task creation, pipeline status updates, payment reminders, client onboarding sequences, and more. If it's repetitive, chances are you can automate it.
Not at all. Wedy's automation builder is visual and intuitive — just pick a trigger, add actions, and activate. No code, no technical skills, no learning curve.
Yes. You can add conditional branches that make your workflows smarter. For example, send a different follow-up email depending on whether a client opened your proposal or not.
Yes. Wedy includes ready-made templates for common workflows like lead follow-up, client onboarding, payment reminders, and re-engagement sequences. Customize them or use them as-is.
Yes. Automations can send personalized emails from your connected email account. Clients see messages from you — not from a generic system address.
No. You can create unlimited automations with unlimited steps. There are no caps on the number of workflows or actions that run.
Yes. Wedy provides a real-time activity log showing every action your automations take — emails sent, tasks created, statuses updated. You always know what's running and what's been done.