Workflow Automation
Build conditional IF-THEN triggers to automate operational scripts, Slack updates, and calendar schedule postings.
Active Automation Rules
Auto-Post on Client Approval
IF TriggerClient approves calendar draft
THEN DispatchSchedule publication queue and notify slack channel
Lead Health Warning Alert
IF TriggerClient health score drops below 60%
THEN DispatchGenerate outreach recovery email and alert manager
Automation Execution monitor
No automations are running. Trigger a mock simulation rule to monitor executions.