Event-based work
A stage changes or information arrives. Trigger the next action in your configured workflow.
Stop remembering
the same next step.
An enquiry arrives. An order moves. An invoice needs attention. Give recurring work a clear rule and a responsible person.
Illustrative rule · no live actions
- When
An enquiry is added
A record event or a scheduled check starts the rule.
- Only if
Owner is not assigned
Apply the condition before creating more work.
- Then
Assign to customer team
Create a follow-up task
Keep responsibility with the right team.
Try the rule to see its intended outcome. Nothing is sent or saved.
When something happens.
Or when it’s time to check.
Use events for changes on a record and scheduled checks for work that needs another look. Conditions keep the rule focused on the right records.
Scheduled follow-up
Revisit open work on an interval instead of relying on someone to remember it.
Conditions and ownership
Check the record, choose the action and make the next responsibility clear.
Automation should reduce noise.
Start with one repetitive handover. Review it with your team before expanding the workflow. Customer messages still need the right permissions, consent and provider setup.
Built around your records.
Keep the customer, order, owner and status in the workspace. Use the board structure your business needs—not finance terminology unless you work in finance.
See lending-specific automationFAQ
Automation questions
Questions
Answer
Does this demo send messages or change my account?
No. The rule simulator illustrates an outcome using sample data. It does not send messages, save rules or run actions in an account.
Do workflows run without permissions?
No. Real actions require the relevant account access, configured services and permissions. AI assistance does not remove your responsibility to review the workflow.
Can I use these ideas outside finance?
Yes. Enquiries, handovers and follow-up are general-business workflows. Your board and column structure define the work.
No. The rule simulator illustrates an outcome using sample data. It does not send messages, save rules or run actions in an account.
No. Real actions require the relevant account access, configured services and permissions. AI assistance does not remove your responsibility to review the workflow.
Yes. Enquiries, handovers and follow-up are general-business workflows. Your board and column structure define the work.