NEW_TASK
New task
A fresh ask from the client — scope, deliverable, or revision request that should become tracked work.
“Can you also design the Instagram carousel for next week?”
Routed as a new task in Planner
How it works
Unimatix reads your existing client WhatsApp groups and automatically sorts every message into tasks, feedback, approvals, and milestones — no new app for your client to learn.
Unimatix joins the WhatsApp group you already use with your client and turns ordinary messages into tracked project work — whether you are a solo freelancer or a small agency handing work between designers, editors, and account leads.
Live classification
“Can you also design the Instagram carousel for next week?”
→ NEW_TASK
“Make the headline bolder and pull the logo up a bit.”
→ FEEDBACK
“Looks good, approved — please proceed to final files.”
→ APPROVAL
Five message types
The Agent reads the group in real time and routes each message into one of five types — so briefs, feedback, and approvals stop living as untracked chat.
NEW_TASK
A fresh ask from the client — scope, deliverable, or revision request that should become tracked work.
“Can you also design the Instagram carousel for next week?”
Routed as a new task in Planner
FEEDBACK
Comments on work in progress — direction, tone, or detail changes that attach to the right deliverable.
“Make the headline bolder and pull the logo up a bit.”
Filed as feedback on the active deliverable
APPROVAL
Clear go-aheads that unlock the next milestone — no more hunting the group for “approved”.
“Looks good, approved — please proceed to final files.”
Marked approved and advances the milestone
MILESTONE_UPDATE
Status signals about phases, deadlines, or delivery that keep the project timeline honest.
“We need the deck by Friday morning for the board review.”
Updates the relevant milestone / deadline
GENERAL_CHAT
Social noise and side conversation stays in chat — it does not clutter your task list.
“Haha yes, coffee next week works!”
Left as general chat (not a task)
The full job
Freelancers and agencies already run the commercial conversation in chat. Unimatix sits on the studio side of that chat so the work, the approval, and the money stay connected.
01
A lead arrives through Discover, a referral, or a WhatsApp ping. You send a proposal from Unimatix instead of a loose PDF in the group.
02
Keep the WhatsApp group the client already uses. Unimatix connects to that group — the client does not create an account or learn a board.
03
Every message is labeled NEW_TASK, FEEDBACK, APPROVAL, MILESTONE_UPDATE, or GENERAL_CHAT as it arrives, so the queue is reviewable the same day.
04
Classified work lands on your calendar. Solo freelancers see capacity. Agencies see who owns the revision before the Friday review.
05
A named “looks good” becomes APPROVAL and unlocks the next milestone. You stop scrolling last week’s stickers to prove sign-off.
06
Scope changes and extra rounds stay attached to the project. The invoice matches what was requested — not what you reconstructed from memory.
Two ways studios actually run
The client channel stays the same. The studio process changes with headcount — Unimatix covers both without asking the client to switch tools.
Solo freelancer
You are the closer, the maker, and the project manager. Five WhatsApp groups all feel urgent. Approvals hide under voice notes. A “small change” becomes an unpaid evening.
You get a studio-side operating system without hiring an account manager or training clients onto Trello.
Small agency / studio
The designer saw the feedback. The editor did not. The founder approved in a side chat. The producer is still waiting. Agencies lose rounds to handoff, not to craft.
The agency keeps WhatsApp as the client surface and uses Unimatix as the internal source of truth.
Before / after
Briefs, feedback, approvals, and banter stack in one thread. You scroll, copy, and hope nothing gets missed.
The same messages become tasks, feedback, approvals, and milestones — ready to run without retyping.
Not another app to adopt
Most project tools only work if both sides learn a new product. Unimatix works inside the conversation you already have. There is nothing for the client to install, invite, or train on — which is why WhatsApp group ingestion is the uncontested differentiator.
Want a side-by-side with a calm workspace tool? See Unimatix vs MonoDesk.
No. Unimatix connects directly to the WhatsApp group you already use with your client. There is nothing for the client to install or set up.
Unimatix automatically classifies every incoming WhatsApp message into one of five types — new task, feedback, approval, milestone update, or general chat — and routes it accordingly.
Yes. Most project management tools require both you and your client to adopt a new app. Unimatix works inside the WhatsApp conversation you're already having, with no change in client behavior required.
Connect your live client groups, review the classified queue in the morning, drop NEW_TASK and FEEDBACK onto Planner, and only treat a named APPROVAL as permission to export or invoice. You stay the only person the client talks to on WhatsApp.
The client still writes in one WhatsApp group. Internally, the account lead owns approvals and milestones while makers pick up feedback and tasks from Planner. The client never has to @mention the right teammate for work to get filed.
Yes. Classification organizes the chat. Proposals, Planner, and Client Portal still handle the commercial and status side. WhatsApp stays the conversation; Unimatix stays the record.
That is the normal case. Unimatix labels the shared thread so a revision requested at 11pm is still visible to whoever opens Planner the next morning — not trapped in one person’s unread chat.