Automations

Demo data

Every automatic behaviour in the system, visible and individually switchable.

Company context: All Companies

What this module does

List each automation with its trigger, its action and whether it requires approval.
Allow any automation to be paused instantly by any user.
Show when each automation last ran and what it did.
Default to draft-and-approve rather than send-automatically.

Automations in this prototype produce demo records only. Nothing leaves the system.

Working in this prototype

Demo automations for acknowledgement, extraction, draft quotation and follow-up scheduling.

No live system is connected

CARL in this module

Every automation is attributed to CARL in the audit log with the record it touched.

A person can pause any automation at any time, and paused state is respected everywhere.