Wrap up and bill when a project is past its due date
This overdue project wrap-up automation covers a final invoice and handover, a 7-day wait, a check that wrap-up is done, and an owner reminder.
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A project slips past its due date, and the loose ends start to hang around: the final bill, the last files, and access that still needs to get handed over. This automation runs one day after the project due date and moves the work toward a clean wrap-up without rebuilding the same follow-up every time.
The steps spell out the order: send the wrap-up message that includes the final invoice, files, and access, then wait 7 days. After that, the automation checks “Wrapped up?” and, if the answer is still no, it reminds the owner so the overdue project doesn’t sit there indefinitely.
- Trigger Starts 1 day after the project due date, so only overdue projects enter the flow.
- Wrap up Sends the final invoice, files, and access handover in one go, with the details swapped for the specific project.
- Wait 7 days Pauses before the next check, so the client has time to settle the wrap-up.
- Wrapped up? Checks whether wrap-up is complete, which decides whether a reminder goes out.
- Remind the owner Notifies the owner when the project still isn’t wrapped up after the check.
Once the automation is in your workspace, you point it at projects that already have a due date set and an email address on the project. Every step runs inside Plutio, so nothing depends on a third-party account.
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Every step, in order
Plutio runs these 4 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: 1 days after Project due date
- Wrap up: final invoice, files and access
- Wait 7 days
- Wrapped up?
- Remind the owner (Wrapped up? → No)
What happens when you install it
- This automation is copied into your workspace with all 4 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 and service teams running client projects that reach the due date but still need invoicing and handover finished.
Questions about this automation template
How does an overdue project wrap-up automation work?
An overdue project wrap-up automation triggers after a project’s due date, then runs a set sequence: wrap-up, wait, check status, and remind the owner. The goal is to keep billing and handover from stalling once a project is already late.
What do I need set up before this automation can run?
Projects need a due date set, and the project needs an email address available for the wrap-up step. The automation runs fully inside Plutio, so no third-party account is required.
When does the automation start after a project is due?
The trigger starts 1 day after the project due date. That timing means the automation only acts once the project is already past due.
What happens if the project still isn’t wrapped up after the wait?
After waiting 7 days, the automation checks “Wrapped up?”. If wrap-up still isn’t done, the last step reminds the owner to close out the remaining work.
Does this automation send an invoice automatically?
The wrap-up step includes a final invoice as part of the handover message. The template description doesn’t specify payment handling beyond that, so the invoice delivery is the part you can rely on here.
Can the automation run without connecting other tools?
Yes. Every step runs inside Plutio, so the automation doesn’t depend on any external integrations to trigger, wait, check, or send the reminder.
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