Automation rules
Reminders, renewals, stale tickets and scheduled jobs, triggered by events or by the clock.
Automation rules follow a simple pattern: if something happens (or a date arrives), then do something. They remove the routine follow-up that usually lives in someone’s head.
- If a document expires in 30 days, remind the driver and the department.
- If a car has been in the workshop more than 3 days, propose a replacement car.
- If a ticket has not moved in a week, escalate it.
- Every Monday, close the settlement week when connectors have synced.