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Automation
When each agent acts and what it does. Every rule cites the record it read and stops where the approval policy says so.
10 rules · 340 actions this month
Prepare a brief before every customer meeting
Briefs are built at 6:30 AM for the day's customer meetings and refreshed when new email arrives on that account.
- When
- a calendar event with a customer attendee is on today's calendar, or new email arrives on that account before the meeting
- Then
- assemble a brief — summary, talking points, open items, risks — from the ERP, CRM, email and calendar, with a source for every figure
Fired 22 timesLast 1 h ago · 30 days
Draft a reply to every customer email
The default Inbound behavior: every email from a known contact gets a sourced, checked draft within a minute.
- When
- an email lands in sales@, orders@ or dana@ from a contact on a known account
- Then
- identify the account, read the ERP, WMS, price book and wiki, draft a reply in Harbor Ridge's voice and run the checks
Fired 172 timesLast 1 h ago · 30 daysHold anything over $5,000 for approval
Mirrors the Inbound agent's review threshold. Changing the threshold on the agent changes this rule.
- When
- a draft quotes, credits or commits more than $5,000, or any check fails
- Then
- hold the draft, open an approval task for the account's rep and notify Dana
Fired 24 timesLast 1 h ago · 30 daysNever promise a ship date on credit hold
The credit check reads the ERP hold flag before any stock or price is committed in a reply.
- When
- the ERP marks the sender's account on credit hold
- Then
- fail the credit check, offer prepay or release-after-payment, and route the draft to Dana and Elena
Fired 5 timesLast yesterday · 30 days
Follow up on unanswered quotes
Four business days of silence on a live quote gets one follow-up, timed to land the next morning and never on top of a scheduled call.
- When
- a sent quote has no reply after 4 business days and has not expired
- Then
- draft a follow-up that names the quote, its expiry and one reason to decide, and schedule it for the next morning
Fired 33 timesLast 4 h ago · 30 daysReactivate quiet accounts
Accounts that used to order and stopped get a note built from what they bought and what is new — never a generic blast.
- When
- an account with orders in the last 12 months has not ordered in 60 days
- Then
- draft a reactivation note built from what they last bought and what is new in stock, and hold it for the rep
Fired 7 timesLast 2 h ago · 30 daysChase past-due invoices
Three stages, three tones. Elena is copied at 60 days, which is also when the account goes on hold.
- When
- an invoice passes 10, 30 or 60 days past due
- Then
- draft a reminder to the AP contact in the tone for that stage, copy Credit & Collections at 60 days, and schedule it for the next business morning
Fired 26 timesLast 3 h ago · 30 daysIntroduce new stock to likely buyers
A new stocked SKU goes to the accounts already buying in that category, tied to a job when the calendar shows one.
- When
- the price book adds a stocked SKU in a category an account bought in the last 6 months
- Then
- draft a short product intro tied to the account's job or purchase history and hold it for review
Fired 4 timesLast 4 h ago · 30 days
Extract every purchase order
Every PO that reaches orders@ becomes a review-ready order with each line matched, priced and stock-checked.
- When
- an email in orders@ carries a PO as a PDF, spreadsheet, CSV, photo or in the body
- Then
- extract the lines, match SKUs, compare each price to the account's contract, check stock and lead times, and hold the order for review
Fired 47 timesLast 37 min ago · 30 daysCreate clean orders without review
Off while the order desk builds confidence in the matching. Turning it on skips review for clean dealer replenishment orders.
- When
- every line matches exactly, every PO price equals the contract price and the total is under $10,000
- Then
- create the order in the ERP and send the confirmation without an approval task
Never firedLast 30 days