Tasks, Approvals & Exceptions · Synthetic Property 1
Automated Operational Rules
Customer-configurable operational automation
Active
2
Drafts
1
Paused
1
Runs today
3
A rule can make a task, send a notice or raise an exception. It can't move money, approve anything, send mail outside the platform or change who can do what. What a rule raises never starts another rule. Platform AI can draft a rule; a person simulates, enables and pauses it.
Start from a template
| Template | What it does | Action |
|---|---|---|
| Critical exceptions get a task | When a critical exception is raised, make a task for the person you choose. | Use templateNew rule |
| Tell someone about overdue tasks | When a task is two or more days late, tell the person you choose. | Use templateNew rule |
| Weekly check | Every Monday as the day closes, make a task to review the week. | Use templateNew rule |
| Daily reminder | Every day as the day closes, remind the person you choose to look at open exceptions. | Use templateNew rule |
Your rules
| Rule | Status | Version | Made by |
|---|---|---|---|
| RUL-0001 Critical exceptions get a task | Active | 1 | Jordan Stubbs |
| RUL-0004 Daily reminder | Paused | 1 | Jordan Stubbs |
| RUL-0002 Payroll problems go to a colleague | Active | 1 | Jordan Stubbs |
| RUL-0003 Weekly check | Draft | Draft | Jordan Stubbs |