Let the routine follow-ups run themselves.
A rule starts when an event is created, changes stage, comes within a set number of days, or reaches a first milestone. It works through its actions in order, and every run is kept.
One rule, start to finish.
Choose the moment, the event type it applies to and up to ten actions. The summary under the builder is the one the saved rule shows, so you read exactly what it will do before you turn it on.
- 1
Rule
Wedding: final month30 days before weddingActive - 2
StartsOct 1
Bennett–Shah weddingOct 31, 2026 · 30 days to go - 3
ActionsOct 1
1. Create task “Confirm final guest count” for Jamie Holloway2. Create task “Send vendors the final timeline” for Alex Moreno3. Request “Final guest list”4. Email the primary client - 4
Run historyOct 1
Wedding: final monthBennett–Shah wedding · 4 actions · 2 tasks · 1 records · 2/2 emails sentCompleted
Ten things a rule can do.
Apply a checklist or create a task, notify the team, post a portal message or email the client, prepare a questionnaire, a contract draft, an invoice or a file request, or move the event to another stage. A contract is only ever drafted for you to review.
1Create a contract draft
Creates a merged draft for planner review. PlanWell never sends or signs contracts automatically.
Every run, with the event it ran on.
Run history lists each run and what it did, and filters to the ones that need attention. Fix the cause, then retry a failed run, up to five attempts.
Pause a rule without losing it.
A paused rule starts no new runs and keeps its trigger and actions, ready to resume. Deleting a rule never changes work it already did.
Event rules 3
Wedding: final monthActive
30 days before wedding
- Create task “Confirm final guest count” for Jamie Holloway
- Create task “Send vendors the final timeline” for Alex Moreno
- Request “Final guest list”
+1 more actions
Gala: bookedActive
When gala moves to booked
- Create task “Book the site visit”
- Email the primary client
- Draft “Deposit”
Corporate: bookedPaused
When corporate moves to booked
- Draft “Contract”
- Create task “Send the site-visit dates” for Jamie Holloway
Also here: rules for every event type or just one, task owners and due dates counted from the event date, and questionnaires or invoices saved as drafts or sent.