> For the complete documentation index, see [llms.txt](https://docs.shortcutco.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.shortcutco.com/readme/start-here-get-set-up-send-a-proposal-and-get-paid/later-optional-customize-automations.md).

# Later (optional): Customize automations

Once your basics are working, Automations can follow up for you: reminders, overdue invoices, estimate follow-ups, win-back offers, and tasks for your team.

Open **Settings → Operations → Automations**. To open Settings, click your name at the bottom-left of the sidebar, then **Settings**. [Open Automations →](https://shortcutco.com/settings/automations)

Shortcut already sends a set of built-in messages, like proposal notices, visit confirmations, the day-before reminder, and payment receipts. You'll find them on the Automations list with a **Library** badge. From there you can:

* turn a built-in message on or off (**⋮ → Activate** / **Deactivate…**), or open it to change the wording
* start a **campaign** from a template on the **Templates** tab, like **Overdue invoice recovery** or **Estimate follow-up**
* build your own with **New campaign**: pick how it starts, add steps, send yourself a test, then **Review & publish**

Nothing sends until you publish, and every message a campaign sends is recorded so you can see exactly what went out.

<figure><img src="https://2299783971-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FOhi7KtJ4vY1pDKwWu5SV%2Fuploads%2Fgit-blob-fc0751eda511318fecbef086e3631220e8e62720%2Fautomation-start-mode-chooser.png?alt=media" alt="A new campaign in the builder, with the three ways to start: When something happens, When customers meet conditions, and On a date or schedule"><figcaption><p>A new campaign starts when something happens, when customers meet conditions, or on a date or schedule.</p></figcaption></figure>

For the full guide, see [Automations](/readme/automations.md) and [Build and publish a campaign](/readme/automations/build-and-publish-a-campaign.md).

{% hint style="info" %}
Still stuck? Email **<hello@shortcutco.com>** with the automation or campaign name and a screenshot.
{% endhint %}
