The Scalable Automation Engine executes customer workflows behind the scenes. Configure it once, and it keeps momentum high by triggering the right actions at the right time--without sacrificing oversight.
Automation you can trust
Preview, simulate, and audit every automation so you always know what will happen before it goes live.
Automation Building Blocks
- Rules & conditions based on lifecycle stage, task status, engagement signals, and custom metadata.
- Reusable actions such as sending emails, updating CRM fields, assigning tasks, or launching AI agents.
- Version control with testing sandboxes to validate changes before deployment.
Sample Automations
| Trigger | Action | Outcome |
|---|---|---|
| Portal phase completes | Notify client, assign next-phase tasks, update CRM stage | Seamless handoff to the next milestone |
| Task overdue by 48 hours | Alert owner, escalate to manager, surface in analytics | Risks flagged before they impact deliverables |
| New prospect captured | Create project, apply prospect template, schedule intro call | No manual steps needed to launch evaluation |
Workflow Design Guide
Define Desired Outcomes
Clarify what should happen when a stage changes, a deadline slips, or a metric crosses a threshold.
Choose Triggers & Conditions
Select events (task completion, sentiment change, login inactivity) and add filters to narrow scope.
Assemble Actions
Chain together notifications, integrations, AI responses, and task updates in the order they should fire.
Test in Sandbox
Run simulations using sample data to confirm the automation behaves as expected.
Deploy & Monitor
Activate the workflow, review logs, and adjust rules as real-world usage surfaces new insights.
Safeguards & Transparency
Stay in control
Decision logs show when automations ran, what they changed, and why--making audits straightforward.
- Simulation mode previews outcomes without impacting live data.
- Audit trails list triggered actions, recipients, and timestamps.
- Conditional branching ensures only qualified scenarios trigger automated actions.
Impact on Operations
- Consistent delivery: Every customer receives the same high-quality treatment.
- Team efficiency: Automation handles repetitive coordination while humans focus on strategy.
- Faster time-to-value: Customers reach milestones sooner with automated nudges and task unlocking.
- Reduced risk: Guardrails prevent forgotten follow-ups or misaligned communications.
Combine the automation engine with the Integration Ecosystem to extend workflows beyond OnboardFi.