Workflow & Automations

Your personal assistant

Let automation handle the business side, so you can focus on what you do best - being creative

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Command center

No more forgetting

Eliminate the hassle of following up on client inquiries, requesting additional information, or scheduling meetings. Our tool proactively manages these tasks, ensuring nothing slips through the cracks.

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Automations

No more repetitive tasks

Save time by automating repetitive tasks by using templates. Send emails, proposals, and questionnaires automatically or in just a few clicks, streamlining your workflow and reducing manual effort. So you can focus on what you do best, creating, while we handle the routine tasks for you.

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For all your projects

Create multiple workflows

As a creative, each project you take on is unique, requiring its own tailored approach. That’s why Octoa allows you to create multiple workflows to match the specific needs of every project. Whether you’re managing a wedding shoot, a corporate event, or a personal portfolio, you can customize workflows to ensure every detail is covered efficiently. Stay organized and adaptable by setting up workflows that fit your diverse creative projects.

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   Feature summary



✓ Customizable personal workflows

✓ Action creation and scheduling

✓ Automated task execution

✓ Recurring task management

✓ Template utilization


Focus on your passion, leave the rest to us.

Discover the ease of automation. Start optimizing your workflow with Octoa now.

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6 powerful products within one



Workflows & Automation

Stop managing tasks and processes manually. Octoa automates your workflow, giving you more time for creativity instead of admin work.


Communication with clients

No more wasting time on endless emails and miscommunication. Keep all your client conversations organized in one place and communicate effortlessly.


Contracts & Signatures

Say goodbye to paper contracts. Octoa digitizes and simplifies the signing process, allowing you to work quickly and securely.


Invoices & Payments

Avoid hassles with invoices and payment requests. Octoa offers an easy way to manage payments and bookings online, directly linked to your schedule.


Templates & Lead form

Stop recreating documents every time. With Octoa, you can use ready-made templates and lead forms that streamline your workflow and turn leads into clients.


Tasks & to-do's

Never forget important tasks again. Octoa keeps your to-dos organized, so you always know what needs to be done and finish everything on time.