Automations
Trigger → Condition → Action rules that run automatically across your work
Active rules
5/ 6
Currently running
Total executions
787
Lifetime · across all rules
Time saved (est.)
1181h
~1.5 min saved per execution
Notify PM when task moves to Done
Active
When any task is marked Done, notify the project manager and update phase progress.
Task moves to DoneNotify project managerRecalculate phase progress
482runsLast fired 9 days agoStatus
Auto-assign design tasks to Lina
Active
New tasks tagged Design or with type=Design auto-route to the design lead.
New task createdTask type is DesignAssign to Lina OkaforPost to #design
64runsLast fired 10 days agoAssignment
Alert PM at 80% budget burn
Active
When project actual cost exceeds 80% of budget, raise a yellow flag.
Project burn ≥ 80%Project status is ActiveAlert PM + Account ManagerSet project health to Yellow
7runsLast fired 11 days agoBudget
Three-day deadline reminder
Active
Email assignees three days before any task's due date if not yet done.
Daily at 9:00 AMDue in exactly 3 daysStatus not DoneEmail all assignees
218runsLast fired 8 days agoDeadlines
Generate invoice on milestone approval
Active
When a client approves a milestone, auto-draft the corresponding invoice for PM review.
Milestone approved by clientDraft milestone invoiceNotify finance + PM
12runsLast fired 15 days agoApprovals
Monthly retainer task generation
Paused
On the 1st of each month, create the recurring task set for active retainer projects from a template.
1st of month, 6:00 AMProject is retainer + activeCreate monthly task set
4runsLast fired about 1 month agoRecurring