Automation catalog

These rules inspect workspace records on a schedule and surface conditions that need attention. They do not replace the underlying record. Fix the lead, deal, quote, invoice, product, purchase order, receipt or ticket so the next evaluation sees the corrected state.

Sales

Rule	What it checks	Cadence
Lead has no owner	Active leads with nobody responsible	Daily
Lead needs attention	Active leads with no recent completed customer facing activity	Daily
Qualification needs review	Qualified leads with an incomplete or flagged qualification checklist	Daily
Deal follow up due	Open deals with no completed customer facing activity for the configured number of days	Every 15 minutes
Deal has no next step	Open deals with no future activity scheduled	Daily
Deal stuck in stage	Open deals that have not changed stage for the configured number of days	Daily
Deal close date approaching	Open deals whose expected close date is approaching	Hourly
Deal close date passed	Open deals whose expected close date has passed	Hourly
Lost deal missing reason	Lost deals without a close reason	Daily
Won deal missing invoice	Won deals where automatic invoice creation did not produce a usable invoice	Daily

Agreements

Rule	What it checks	Cadence
Quote expires soon	Open quotes approaching their valid until date	Hourly
Quote expired without decision	Sent or viewed quotes past their valid until date	Hourly
Quote waiting for response	Sent quotes with no decision after the configured number of days	Daily
Accepted quote missing invoice	Accepted quotes without a usable invoice	Daily
Invoice due soon	Open invoices approaching their due date	Every 15 minutes
Invoice overdue	Open invoices with an outstanding balance past due	Hourly
Partial payment needs follow up	Partially paid invoices with no payment movement for the configured number of days	Daily

Inventory

Rule	What it checks	Cadence
Product below reorder level	Stocked products below their configured minimum with no open replenishment	Hourly
Product out of stock	Active stocked products with no stock available	Hourly
Stock item missing supplier	Stocked products without a preferred supplier	Daily
Purchase order overdue	Open purchase orders with outstanding quantity past the expected date	Daily
Partial purchase order stalled	Partially received purchase orders with no movement for several days	Daily
Damaged stock received	Goods receipts containing damaged quantity	Daily
Received stock on hold	Goods receipts containing stock on hold	Daily
Goods receipt posting issue	Posted receipts with inventory lines that did not apply cleanly	Hourly

Accounting

Rule	What it checks	Cadence
Invoice accounting posting incomplete	Issued or settled invoices missing required accounting links	Hourly

Marketing

Rule	What it checks	Cadence
Active campaign has no leads	Active campaigns with no leads after launch	Daily
Campaign ended but still active	Campaigns whose end date passed while the status remains active	Daily

Support

Rule	What it checks	Cadence
Ticket waiting for first response	Open tickets beyond their response window	Every 15 minutes
Ticket SLA at risk	Open tickets approaching first response or resolution SLA	Every 15 minutes
Ticket SLA breached	Open tickets past first response or resolution SLA	Every 15 minutes
Ticket has no assignee	Open tickets with nobody responsible	Hourly
Ticket idle too long	Open tickets with no update for the configured number of days	Hourly
Ticket reopened repeatedly	Tickets reopened at least twice	Daily

The catalog describes built in rule types. Your workspace can still have rule settings, workflow configuration, channels, and enable or disable controls that change what actually runs.

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Legal

Automation catalog

Sales

Agreements

Inventory

Accounting

Marketing

Support

​Sales

​Agreements

​Inventory

​Accounting

​Marketing

​Support

Sales

Agreements

Inventory

Accounting

Marketing

Support