TERRA-412AUTOMATIONLive
When this happens on a card, do that.
A rule book under every board - Leads, Deals, Portfolio and Orders. A rule hangs under the stage it fires on and reads as one sentence: when a card reaches a stage, a letter arrives, a call ends, a task is closed or nothing happens for days; only if the country, the owner or a field says so; then ring the bell, send a Telegram, email a colleague, raise a task, move the card, change the owner, or put a letter to the client in Outbox - and otherwise, when a condition fails, do something else. Drawn as a sentence or as a flow on a canvas. Nothing reaches a client by itself unless an admin says so.
Inside TERRA-412 AUTOMATION
8 capabilities, one number each.
TERRA-412-01Live
A board of rules
The stages of a board as a row of arrows, the rules that fire on each under it; drag a rule under another stage and it watches that one. Timers and events hang below.
TERRA-412 AUTOMATION
TERRA-412-02Live
One sentence per rule
When, only if, then - with several actions in order, placeholders for the person, the company, the owner and a link to the card, and a name the log and the card's history use.
TERRA-412 AUTOMATION
TERRA-412-03Live
Every channel the desk has
The bell, a Telegram to a person or to a room of the group, an email to a colleague, a task, an agent call, a move, a hand-over, the owner, a field, a webhook to a URL of yours.
TERRA-412 AUTOMATION
TERRA-412-04Live
Writes to a client only as a draft
A letter or a WhatsApp from a rule lands in Outbox for a person to send. An admin, and only an admin, can tick "send at once" on one action - and the card shows the tick.
TERRA-412 AUTOMATION
TERRA-412-05Live
Timing and office hours
Immediately, after a while, or at an hour on the card's own clock; a rule may wait for the office to open. Once per card, every time, or at most once a day.
TERRA-412 AUTOMATION
TERRA-412-06Live
Try it, and a log
A dry run on one real card says what each action would do and sends nothing. The log says what fired, on which card, and what came of it; the card's history names the rule.
TERRA-412 AUTOMATION
TERRA-412-07Live
Recipes
What a sales team sets up first in any CRM, on these boards: added switched off, read, changed, turned on.
TERRA-412 AUTOMATION
TERRA-412-08Live
A yes and a no, on a canvas
A condition has two exits: Then runs when it holds, Otherwise when it does not - tell the owner, or everybody on duty if nobody owns the lead, in one rule. The same rule can be drawn as blocks and links on a canvas, dragged in from a palette; form and canvas are one rule.
TERRA-412 AUTOMATION