Get retainer payments 7 days faster and save 3 hours/week on follow-up calls.
~3 hrs
Saved / wk
Medium
Setup
No AI
AI
When a retainer renewal date hits, this workflow sends your client an email with a direct payment link — no chasing required. You set the retainer amount and renewal schedule once in a spreadsheet or database, and the automation handles the rest. Clients pay faster because the link is right in front of them.
~3 hrs
Saved / Week
Some setup required
Setup Complexity
No AI involved
AI Status
Step 1: Build a retainer schedule table in Notion with client name, amount, and renewal date
Step 2: Connect Notion to Make and set a date-based trigger for renewal day
Step 3: Create a QuickBooks Online invoice automatically when the trigger fires
Step 4: Pull the payment link from QuickBooks and insert it into an email template
Step 5: Send the email to the client through your email provider
Step 6: Log the send date back into Notion for your records
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See PlansNotion is an all-in-one workspace where your team can write notes, track projects, build databases, and share knowledge — all in one place. Instead of juggling separate apps for documents, project boards, and wikis, Notion puts everything under one roof. Over 100 million people use it, from solo freelancers to large companies. The free plan is generous. You get unlimited pages, a calendar, email, basic forms, and databases at no cost. When your team grows, the Plus plan starts at $10 per member per month and adds collaboration features. Notion also includes built-in AI that can search across your workspace, write drafts, summarize long documents, and fill in database fields automatically — saving you hours of manual work each week. Where Notion really shines is flexibility. You can mold it into almost anything: a CRM, a content calendar, a hiring tracker, or an internal wiki. It connects with about 197 other apps, including two-way syncing with tools like Jira, GitHub, and Asana. If your business needs one hub to organize everything, Notion is a strong contender.
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