Automated Actions

Automated Actions let you create workflows that respond to data conditions, from daily summaries to real-time alerts when critical thresholds are breached.

How Actions Work

Actions have three components:

Trigger: When to run
Analysis: What to check or calculate
Action: What to do with the results

Trigger Types

Type	Description	Examples
Schedule-based	Run at defined intervals	Daily at 7 AM, weekly on Monday, monthly on the 1st, custom cron
Condition-based	Fire when a metric crosses a threshold	Revenue deviates >15% from forecast, inventory below safety stock
Event-based	Respond to data changes or external signals	New record appears, status changes, external webhook fires

Approval Gates

Write-back actions pass through configurable approval levels based on risk:

Gate	Risk Level	Example
Auto-execute	Low risk, reversible	Tag an item, add a note, send a notification
User confirm	Medium risk, user reviews parameters	Update a price, change a status
Manager approve	High risk, affects budget or contracts	Approve a purchase order, change credit terms
Dual control	Critical, regulatory requirement	Write off inventory, adjust financial records

Dry-Run Mode

Any action can be simulated before activation. The system shows exactly what would happen: which records would be affected, what notifications would be sent, and what values would change, all without executing. Use dry-run mode during the first 1-2 weeks of a new workflow to validate its behavior.

Action Types

Scheduled Actions

Run on a regular schedule:

Daily KPI Summary

Every morning at 7 AM, send executive summary of business health

Weekly Cash Flow Forecast

Every Monday, generate cash flow projections for the week

Triggered Actions

Run when conditions are met:

Revenue Anomaly Detection

Alert when revenue variance exceeds 15% from forecast

Margin Compression Alert

Notify when profit margins fall below acceptable thresholds

Creating an Action

Navigate to Actions

Click Actions in the sidebar under SYSTEM

Click Create Action

Start the action creation wizard

Choose Trigger Type

Schedule: Run at specific times (daily, weekly, monthly, cron)
Condition: Run when data meets criteria (threshold, variance)
Event: Run when data changes (new record, status update, webhook)

Define the Analysis

Describe what to analyze: “Check if daily revenue is more than 10% below forecast”

Configure Actions

What happens when triggered:

Generate dashboard
Send email alert
Post to Slack
Create task
Trigger webhook

Set Recipients

Who receives the output

Activate

Turn on the action

Example Actions

Daily KPI Summary

name: "Daily KPI Summary"
category: "Executive Dashboard"

trigger:
  type: schedule
  frequency: daily
  time: "07:00"
  timezone: "America/New_York"

analysis: |
  Generate executive summary of:
  - Revenue vs. target
  - Orders and average order value
  - Inventory health
  - Customer metrics

actions:
  - generate_dashboard
  - send_email

recipients:
  - role: "Executive Team"

status: active
last_run: "2026-01-25 07:00 AM"
success_rate: 100%

Revenue Anomaly Detection

name: "Revenue Anomaly Detection"
category: "Financial Intelligence"

trigger:
  type: condition
  metric: "daily_revenue"
  condition: "variance > 15% OR variance < -10%"
  check_frequency: "hourly"

analysis: |
  When revenue variance detected:
  - Identify contributing factors
  - Compare to historical patterns
  - Generate root cause analysis

actions:
  - critical_alert
  - generate_investigation_report

recipients:
  - user: "[email protected]"
  - role: "Finance Team"

status: active
executions: 12
success_rate: 100%

Action Categories

Category	Purpose	Examples
Executive Dashboard	Leadership summaries	Daily KPI summary, weekly review
Financial Intelligence	Revenue and margin monitoring	Anomaly detection, forecast alerts
Inventory Management	Stock level monitoring	Low stock alerts, overstock warnings
Customer Intelligence	Customer behavior tracking	Churn risk alerts, segment changes
Operational	Process monitoring	SLA breaches, capacity alerts

Action Outputs

Dashboards

Auto-generated visual summaries with:

KPI cards for key metrics
Trend charts
Comparison tables
AI-written analysis

Alerts

Notifications sent via:

Email
Slack
Microsoft Teams
SMS (configurable)
Push notification (mobile app)

Reports

Full PDF or interactive reports with:

Executive summary
Detailed analysis
Visualizations
Recommendations

Webhooks

Trigger external systems:

Create tickets in Jira
Update records in Salesforce
Trigger workflows in Zapier
Custom integrations

Monitoring Actions

Track action performance:

Metric	Description
Status	Active, Paused, Error
Last Run	When it last executed
Executions	Total number of runs
Success Rate	Percentage of successful runs
Average Duration	How long it takes to run

Action History

View complete execution history:

When it ran
What triggered it
What actions were taken
Who received outputs
Any errors encountered

Multi-Step Workflows

Actions can chain multiple analysis and action steps:

Detect: Identify an anomaly or condition (e.g., inventory below safety stock)
Investigate: Run root cause analysis (e.g., check demand spike, supplier delay, forecast error)
Assess: Quantify impact (e.g., estimated stockout in 3 days, 45K revenue at risk)
Act: Take action based on findings (e.g., generate PO, alert procurement manager, update dashboard)

Each step can branch based on the previous step’s results, enabling intelligent automated responses.

Best Practices

Start with High-Value Alerts

Focus on metrics that directly impact business decisions.

Set Reasonable Thresholds

Too sensitive = alert fatigue. Too loose = missed issues.

Include Context

Alerts should explain WHY something happened, not just WHAT.

Review and Refine

Regularly review action effectiveness and adjust thresholds.

Next Steps

Automated Analyst

How continuous monitoring works

Security

How actions respect access controls

Getting Started

Product

Architecture

Security & Data Privacy

Intellectual Property

Implementation

Use Cases

Case Studies

API Reference

Guides

How Actions Work

Trigger Types

Approval Gates

Dry-Run Mode

Action Types

Scheduled Actions

Daily KPI Summary

Weekly Cash Flow Forecast

Triggered Actions

Revenue Anomaly Detection

Margin Compression Alert

Creating an Action

Example Actions

Daily KPI Summary

Revenue Anomaly Detection

Action Categories

Action Outputs

Dashboards

Alerts

Reports

Webhooks

Monitoring Actions

Action History

Multi-Step Workflows

Best Practices

Next Steps

Automated Analyst

Security

​How Actions Work

​Trigger Types

​Approval Gates

​Dry-Run Mode

​Action Types

​Scheduled Actions

Daily KPI Summary

Weekly Cash Flow Forecast

​Triggered Actions

Revenue Anomaly Detection

Margin Compression Alert

​Creating an Action

​Example Actions

​Daily KPI Summary

​Revenue Anomaly Detection

​Action Categories

​Action Outputs

​Dashboards

​Alerts

​Reports

​Webhooks

​Monitoring Actions

​Action History

​Multi-Step Workflows

​Best Practices

​Next Steps

Automated Analyst

Security

How Actions Work

Trigger Types

Approval Gates

Dry-Run Mode

Action Types

Scheduled Actions

Triggered Actions

Creating an Action

Example Actions

Daily KPI Summary

Revenue Anomaly Detection

Action Categories

Action Outputs

Dashboards

Alerts

Reports

Webhooks

Monitoring Actions

Action History

Multi-Step Workflows

Best Practices

Next Steps