Automation Rules
Automation ROI
47h
Estimated hours saved this month
Failure Risk
Low
2 rules need review
Triggered Runs
611
Mock 30-day executions+18%
Workflow Control Center
Rule health, execution logs, templates, and automation risk.
Most useful rule
Lead AssignmentHigh-priority lead routing saves the most manual work.
Flow risk
2Rules with archive or notification actions need ownership review.
Template fit
4Prebuilt templates can accelerate onboarding and deal alerts.
Next trigger
InventoryLow-stock alerts should create tasks for operations.
Priority Queue
Mock actions generated from current CRM signals
1Build
Enable inventory task rule
Convert stock alerts into owner-visible tasks.
2Risk
Review archive logic
Prevent qualified leads from being archived accidentally.
3Guardrail
Add failure notifications
Surface failed executions to the activity timeline.
Total Rules
6
Active Rules
5
Total Executions
611
Automation Rules
Manage workflow automation
Send Welcome Email on New Inquiry
inquiry_receivedsend_email
247 runs
last 30 days
Create Task for High Priority Leads
inquiry_receivedcreate_task
156 runs
last 30 days
Notify Owner on Deal Stage Change
deal_stage_changednotify_owner
89 runs
last 30 days
Archive Unqualified Leads After 30 Days
deal_stage_changedarchive
34 runs
last 30 days
Generate Monthly Report
scheduledsend_email
12 runs
last 30 days
Alert on Low Inventory
inventory_lownotify_owner
73 runs
last 30 days
Rule Templates
Pre-built automation rules you can use