Automation · Business workflow automation software
Let the system do the repeated steps.
Build a rule as When, Only if and Then, or start from a ready-made one, try it with a test run that changes nothing, and check a log of what each run did.
How Automation works
Start from a ready-made rule, or choose what starts it
Add conditions if you need them
Choose the actions
Try it with a test run, then switch it on
Check what each run did
What changes
From how it usually goes, to how it could go.
Without it
Routine steps depend on someone remembering them.
With it
A rule does them the same way every time.
Without it
Someone writes up the invoice after each piece of work.
With it
A rule drafts the invoice, ready for review.
Without it
Late work goes unnoticed until a customer asks.
With it
An overdue task can raise its priority and email the right person.
Without it
You can’t tell whether something actually ran.
With it
A log shows every run and the result of each step, and a failed one can run again.
What it does
What you get with Automation
Process owners who want routine steps handled the same way every time.
Triggers
Tasks created, finished or overdue; invoices issued or paid; orders, shipments, leave requests and deals changing; a schedule in your own time zone; a signed webhook; or a manual run.
Conditions
Pick fields and values from lists, combine several checks, compare dates, and see what a task was before it changed.
Actions
Create, update, move or assign tasks, email people, draft an invoice or purchase order, apply a task pack, or call a webhook with retries and a signature.
Safe to try
New rules start switched off, a test run shows what each step would do, and a rule can’t be switched on until it’s complete.
Run logs
See every run and the result of each step, filter by rule or result, and run a failed one again.
Connected
Automation doesn’t work alone.
Your apps share the same people, customers, products and ledger, so work carries across without retyping.
Task Management
Task changes start rules, and rules create and update tasks.
Finance
Invoices start rules, and rules draft receivable invoices for review.
Supply Chain
Order and shipment changes start rules, and rules draft purchase orders.
CRM
Won and lost deals and new contacts can start rules.
Human Resources
Leave requests being approved or rejected can start rules.
Dispatch
Delivery job changes can start rules.
What it doesn’t do yet
We’d rather you know now. These aren’t part of this app today.
- Rules started by stock levels, employees or documents
- Waiting several days inside a rule
Straight answers
Questions about Automation
Who is Automation for?
Process owners who want routine steps handled the same way every time.
What does Automation connect to?
Task Management: Task changes start rules, and rules create and update tasks. Finance: Invoices start rules, and rules draft receivable invoices for review. Supply Chain: Order and shipment changes start rules, and rules draft purchase orders. CRM: Won and lost deals and new contacts can start rules. Human Resources: Leave requests being approved or rejected can start rules. Dispatch: Delivery job changes can start rules.
What doesn’t Automation do yet?
These aren’t part of it today: Rules started by stock levels, employees or documents. Waiting several days inside a rule.
Do I have to use every app to use Automation?
No. Use only the apps you need and add more later. Each person sees only the apps you give them.
Used for
Businesses that could use Automation
Try Automation with your own business.
Create your organization and turn on only the apps you need, or tell us about your business first.