Monthly Retainer Tasks Made Easy

If you have retainer clients, you probably create a new project card each month to track their work. Doing this by hand takes time and it’s easy to forget a month, which can cause missed follow‑ups and extra admin work.

You might also juggle spreadsheets or email reminders, and any slip can make your service look unreliable.

All you need to do is tell the platform what you want — for example, “Create a project for my retainer client every month.” The AI reads your request, sets up the schedule, and runs it automatically.

When the time comes, you’ll receive a notification in your inbox or inside the app, and a new project card appears ready for you to fill in.

You can add a simple rule like “send me an email” if you prefer that delivery method.

With this automation you save hours each month that would otherwise be spent on manual entry. You also reduce the chance of missing a client’s monthly deliverable, which keeps your service consistent and trustworthy.

Because the task repeats on its own, you can focus on billable work instead of admin, and you’ll see a steadier flow of revenue from retainer clients.

To get started, open the scheduled tasks section, click “Create recurring task,” and type a short prompt like “Create a monthly project for client X.” Choose “monthly” and set the day you want the reminder.

Pick whether you want an email or an in‑app notification, save the setting, and the AI will handle the rest. You can always edit or pause the schedule later if needed.