Automations The rule is known.
The rule is known.
The result is guaranteed.
Assigning an owner, adding a tag, creating a standard task: when the outcome is predictable, an automation is enough. Instant execution, at a fixed cost.
Automations
Live The list
Each rule flips on with a switch.
The trigger sits on the row, along with the number of actions and how many times it has already run.
Instant activationRun historyVisible triggerFree ordering
The builder
Trigger, conditions, actions.
Three steps are enough. The same event vocabulary as the agents, so the two combine.
contact.createddeal.wontask.completedform.submittedbooking.created
Automations
What an automation can do.
Triggers
- Contact created
- Stage changed
- Deal won or lost
- Task completed
- Form submitted
- Booking created
Actions
- Create a task
- Update a field
- Add a tag
And if you want AI
- An agent can trigger an automation
- It decides, the automation executes
- The same vocabulary on both sides
Simple rules,
actually simple.
We look together at what deserves an automation, and what deserves an agent.