Workflows and Automation

Send invoices, contracts, questionnaires, and emails without lifting a finger!

No More Busy Work

  • Use free or custom workflow templates
  • Automate sending session info, contracts, questionnaires, invoices, and more
  • Preprogrammed workflows or fully customizable to your needs
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Automation with Control

  • Choose which tasks to automate
  • Edit client emails before they are sent
  • Receive reminders to customize emails before sending
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Curated Workflows

  • Use free workflow templates or ones from Iris Works ambassadors
  • Access exclusive workflows, questionnaires, and email templates in The Marketplace
  • Automatically load selected workflows into your Iris Works account
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