Client email and team alert when a proposal is approved
An automation for proposal approval that emails the client with next steps, then alerts your team.
A proposal gets approved, and two messages usually need to go out right away: one to the client, and one to the people doing the work. This automation starts on “When Proposal is approved” and carries the two follow-up steps so the wording and the timing don’t get rebuilt each time.
The first step emails the client with what happens next, then the second step sends a notification to your team. The client sees the next-step note as soon as approval lands, and the team gets the internal heads-up without anyone copying and pasting updates between tabs.
- Trigger Starts when a proposal is approved, so the follow-up happens at the moment approval lands.
- Email the client Sends the client an email that explains what happens next, and you edit that message to match your process.
- Notify the team Alerts your team after approval so the right people know to pick up the work.
Once the automation is in your workspace, you connect it to the proposal flow and make sure the proposal has an email address on it. After that, each approval triggers the client email and the team alert from inside Plutio, with no third-party account involved.
We went from spending hours on every proposal to creating fully customized ones in under 5 minutes. That's not an exaggeration - we timed it.
Every step, in order
Plutio runs these 2 steps top to bottom, from the trigger through each action and condition. Every one arrives configured and stays editable. The automation is added as a draft, so it sends nothing until you turn it on.
Starts: When Proposal is approved
- Email the client what happens next
- Notify the team
What happens when you install it
- This automation is copied into your workspace with all 2 steps already configured.
- It arrives as a draft, so nothing runs until you turn it on.
- Every step stays editable, so the wording, the timing and the conditions all change before or after you activate it.
Who it is for
Consultants, studios, and service teams that send proposals and need a consistent client follow-up plus an internal alert on approval.
Questions about this automation
What happens when a proposal is approved?
The automation triggers on proposal approval, then runs two steps: it emails the client with next steps and notifies your team. The steps run in that order every time.
Does the automation email the client automatically after approval?
Yes. The first step sends the client an email after the proposal is approved, as long as the proposal includes an email address.
How does the team get notified after a proposal is approved?
The second step sends a team notification after the client email goes out. The automation handles the timing so nobody has to manually post an update.
What information needs to be on the proposal for this to work?
The proposal needs an email address so the client email can send. Without an email address on the proposal, that step can’t reach the client.
Do I need any third-party email or automation tools for this workflow?
No. Every step runs inside Plutio, so the workflow doesn’t rely on a third-party account.
Can I edit the message that goes to the client?
Yes. The client email text is part of the automation step, so you can change the wording to match your process before you use it.
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