Automations

Rules that do the repetitive work: when something happens in one module, check a condition, then act in the others. Rules that move money, issue documents or message clients wait for approval unless marked safe to run alone.

Risk triggers Approval inbox (3)Data flows

Rules switched on

17 of 19

12 run alone, 5 need approval · 3 risk rules added

Runs, last 30 days Illustrative

49 succeeded, 3 waiting, 1 failed

Staff time saved (estimate)

31 h

Based on minutes per manual task set on each rule

Waiting for approval

Oldest: 5 hours

Automations, risk triggers and AI: who does what

Deterministic triggers create or escalate records. A risk trigger is a fixed rule on a date, a count or an amount, such as “quotation not opened for 14 days”. The same input always gives the same result. A trigger may open a risk, add an action or escalate an overdue one. It never decides the treatment.

Approved automations act on them. A rule on this page can run alone only after its owner approved it as safe. Rules that move money, message a client or change a commitment stop in the approval inbox every time.

AI explains and drafts, nothing more. It explains why a trigger fired, proposes a treatment and an owner, and drafts the follow-up. The risk owner and manager decide. Every run, proposal and decision is kept in the audit log with the person who decided.