Automation and reports
The workspace that runs itself,and remembers
Small rules for the reminders nobody should have to send, a run log that says what each rule did, reports that answer operational questions, and a record of every significant change.
Automation · rule
onWHEN a client approves
THEN complete the approval task
AND move dependent tasks to To do
Run log
- Homepage design v2 · approveddone
- Logo options · approveddone
- Brand book · approved, no taskskipped
[ 01 ] How a rule works
When this, then that, with a log
- 01
Pick a trigger
Six events, from an overdue task to a client's decision.
- 02
Pick the actions
Seven actions; the editor warns when an action can do nothing on the trigger you chose.
- 03
Switch it on
Rules run on their own, including the overdue sweep nobody has to press.
- 04
Read the run log
Each run, what it did, and what it skipped and why.
[ 02 ] Reports
Operational, not vanity
Organization-wide
Tasks, workload, time, utilisation, retainers and capacity.
For one record
Everything about one employee, team, project or client, as one document.
CSV, Excel or PDF
Every report exports in all three, ready to file or send.
Audit log
Owners and admins see who did what, to which record, when. Never purged: a compliance record you can delete is not one.
Triggers and actions
Everything a rule can do today
When
- A task becomes overdue
- A task is completed
- A task is assigned
- A client approves
- A client requests changes
- A project is completed
Then
- Notify the assignee
- Notify their manager
- Notify the project owner
- Move dependent tasks to To do
- Complete the approval task
- Create a follow-up task
- Post a comment on the task
[ 03 ] Plans
Which plan has it
| Capability | Starter | Business | Agency |
|---|---|---|---|
| Automation rules | Not included | Included | Included |
| Reports, exports and audit log | Not included | Included | Included |
Anything not on your plan can be added to one workspace on its own, priced from the same price book. Compare every plan
[ 04 ] Questions