The things you set yourself up to remember — engagement-session reach-outs, timeline drafts, insurance riders, second-shooter confirmations, film orders, previews, follow-ups. Margin suggests when it sees a pattern; templates auto-create per project; manual is always one click.
Wedding workflow template — applied to Annika & Theo
When a wedding books, Margin queues the reminders you set: engagement session at T+30 days, second shooter at T-90, timeline draft at T-60, group-photo intake at T-45, insurance rider at T-30, film order at T-14. Edit the template once — every wedding inherits it.
Send sneak-peek preview gallery (5 images)
Greenrow Foods · SKU drop 03
Apr 25, 2026
yesterday — overdue
Send engagement-session prompt + scheduling link
Annika & Theo · Wedding · Sept 14
Apr 28, 2026
tomorrow
Final invoice — SKU drop 03
Greenrow Foods · SKU drop 03
May 02, 2026
in 5 days
Follow up on Halen & Mae draft
Halen & Mae · Inquiry · June elopement
Apr 30, 2026
in 3 days
Deliver final selects — Olive & Pine campaign
Marigold Agency · Olive & Pine
May 09, 2026
in 12 days
Request insurance rider from Hudson Farmstead (30 days out)
Annika & Theo · Wedding · Sept 14
Aug 15, 2026
in 16 weeks
Build wedding-day timeline draft
Annika & Theo · Wedding · Sept 14
Jul 14, 2026
in 11 weeks
Confirm second shooter — Mara if available
Annika & Theo · Wedding · Sept 14
Jun 14, 2026
in 7 weeks
Order film stock — 12 rolls Portra 400, 4 Portra 800
Annika & Theo · Wedding · Sept 14
Aug 28, 2026
in 18 weeks
Group-photo list intake — send questionnaire
Annika & Theo · Wedding · Sept 14
Jul 28, 2026
in 13 weeks