Automation
Automation settings
Everything in Account → Automation is optional and off by default. Turn on only what you want.
Auto schedule toggles
Automation
All optional · off by default except notifications
Auto schedule reminders: Inbeo sets reminder emails when the call mentions a due date.
Auto schedule client emails: Inbeo schedules client emails when the call has an email address and send time.
Applies to new calls only, not retroactive.
Playbooks
Off: only tasks from the call.
Freelancer: adds a progress check in email when deliverables were discussed.
Sales: adds thank you email and follow up reminder if missing.
Consultant: adds prep reminder before a due date.
Follow up if no reply
After you send a client email, Inbeo can nudge you in a few days if you have not marked it done, and add a follow up task on the call.
Weekly digest and processing emails
Weekly digest: Monday email listing open loops and scheduled items.
Email when call processing finishes: success email with link to the call, or failure email with the reason, for both uploads and webhooks.