Automation
Use some simple automation in Pixie to save time and put your practice management on autopilot.
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Automation
Use some simple automation in Pixie to save time and put your practice management on autopilot.
Start 30-day free trialSimple automations that save time
Pixie is packed full of simple, time-saving automations from sending out reminders to clients, to filing emails, to creating tasks for you.
Automatic client reminders
Add auto-email templates into your workflows to save time. Use them to remind clients to upload information, or to ask for feedback once a job has finished,
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Automatic task creation
All of your recurring to-do's will be created automatically. Define when you want the workflows to recur and let Pixie do the rest.
Auto-updated client records
All of your emails and files will be automatically saved to your client records, right where you need them. Easily add notes and other important information for others to see.
Simple automations that save time
Pixie is packed full of simple, time-saving automations from sending out reminders to clients, to filing emails, to creating tasks for you.
Automatic client reminders
Add auto-email templates into your workflows to save time. Use them to remind clients to upload information, or to ask for feedback once a job has finished,
Automatic task creation
All of your recurring to-do's will be created automatically. Define when you want the workflows to recur and let Pixie do the rest.
Auto-updated client records
All of your emails and files will be automatically saved to your client records, right where you need them. Easily add notes and other important information for others to see.