Platform
Automation
When something happens, act on it
Rules that run when something happens in RIO: notify people or create a task, without doing it by hand.
Open Automation
Opens in RIO. You will be asked to sign in if you are not already, and you see it when your role allows.
Who uses it
Operations leads and admins.
What teams do with it
Follow up won deals
When a deal reaches Won, create an onboarding task in Projects.
Keep leads in the loop
When an issue is assigned in Projects, notify the project lead too.
Keep managers informed
Notify a manager when leave is requested on their team.
Key features
- Triggers from events across RIO apps
- Up to five conditions per rule
- Actions: notify people or create a task
- Rules run with their owner’s access, with a 90-day run log
- Enable or pause each rule
- No email, webhooks or schedules yet