Feature

Automation

Trigger actions based on events. Auto-assign tasks, send notifications, update records—all without manual intervention.

How Automation Works

Event-driven automation that runs your operations on autopilot.

Automations fire when specific events occur—checklist completed, task overdue, form submitted.

Automatically send email or in-app notifications to the right people at the right time.

Automatically assign tasks to team members based on rules, roles, or workload.

Update statuses, fields, or tags automatically when conditions are met.

Set conditions that must be true before an automation runs. If this, then that.

Build automations visually without writing code. Simple trigger-action setup.

Set conditions that must be true before an automation runs. Build complex logic with multiple rules.

Configure the actions to execute when conditions are met. Send emails, assign tasks, update records.

View the execution history of your automations. Track when they ran and what actions were taken.

Eliminate manual follow-up work

Ensure nothing falls through the cracks

Respond to events in real-time

Scale operations without adding headcount

Consistent process execution every time

No coding required to build automations

Start building automations that run your business on autopilot.

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