Trigger, condition, action

Automation Engine

Workflow automation for deal handoff, task overdue alerts, approval escalation, billing reminders, launch checklists, reports, renewals, low profitability, and capacity warnings.

Create automation

Rules

Active and paused workflow rules.

Active

Currently monitoring signals.

Would fire now

Based on seeded demo risk state.

Action types

Tasks, reminders, reports, invoices, flags, and notifications.

Automation rules

Rules are stored as typed trigger, condition, and action contracts.

Deal won to onboarding launch

Deal stage changes to Won

Active

Create onboarding project, Create kickoff checklist, Notify account manager, Generate billing setup taskLast run 2026-04-12

Approval aging escalation

Approval pending for 48 hours

Active

Notify account manager, Send client reminder, Flag approval bottleneckLast run 2026-04-14

Low margin warning

Projected margin drops below 30%

Active

Alert owner, Create PM review task, Add risk to command centerLast run 2026-04-13

Monthly client report assembly

Last business week of month

Paused

Generate report draft, Assign account manager review, Notify client when approvedLast run 2026-03-29

Simulation results

Current agency data is evaluated for proactive operational actions.

Deal won to onboarding launch

No newly won deal in the current simulation window.

Idle

Create onboarding project, Create kickoff checklist, Notify account manager, Generate billing setup task

Approval aging escalation

Fieldstone carousel set is past due with the client.

Would fire

Notify account manager, Send client reminder, Flag approval bottleneck

Low margin warning

Industrial Website Relaunch is trending below target margin.

Would fire

Alert owner, Create PM review task, Add risk to command center

Monthly client report assembly

Fieldstone Properties has renewal and billing risk.

Would fire

Generate report draft, Assign account manager review, Notify client when approved