Review request sent a week after a project due date
A review request automation covers a timed email asking for a client review, plus a notification to the owner after it sends.
Share template
A project hits its due date, the work wraps, and then a week goes by without a word unless someone remembers to follow up. This review request automation waits 7 days after the project due date and sends the check-in for you, so a finished project doesn’t fade out before the client leaves feedback.
The automation runs in two steps: the first email asks the client for a review, and the second message lets the owner know the request went out. The wording stays focused on the review ask, so the client sees one clear question instead of a catch-all follow-up.
- Trigger Starts 7 days after the Project due date, so the timing stays tied to when the work was meant to finish.
- Ask for review Sends an email to the project’s client email address asking for a review.
- Owner notification Notifies the owner that the review request has been sent.
The setup comes down to having projects with a due date and an email address saved on the project, because the timing and the recipient both come from those fields. Every step runs inside Plutio, so nothing relies on a third-party account... and once it’s on, the follow-up goes out 7 days after each project due date automatically.
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: 7 days after Project due date
- Ask the client for a review
- Let the owner know it went out
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
Studios, freelancers, and agencies that finish projects with due dates and want a consistent post-delivery review follow-up.
Questions about this automation template
How do I send a review request 7 days after a project due date?
A timed automation can trigger 7 days after the Project due date and send the email for you. This template uses that trigger, then sends the review request and notifies the owner after it goes out.
What do I need set up for an automatic review request to work?
Projects need a due date, because the automation counts 7 days from that date. The project also needs an email address, because that’s where the review request gets sent.
Will this automation email the client or just notify me?
The first step emails the client to ask for a review. The second step notifies the owner that the email was sent.
Does the automation run if a project doesn’t have a due date?
No, because the trigger depends on the Project due date. If a due date isn’t set, the automation has nothing to count from.
Does this require any third-party integrations?
No. Every step in this template runs inside Plutio, so you don’t need another account or connection to send the email and log the notification.
Can I use this for every project automatically?
Yes, as long as the projects have a due date and an email address on the project. The automation then triggers 7 days after each project due date.
Start free today
Your entire business, one login away
No credit card required. No contracts. Just the tools you need to run, grow, and automate your business with Super Work AI.
No credit card required
