Automations
The routine happens without you: stock refreshes, invoices go out, reminders are sent.
Automations work with any module and keep a run history — you see every run, its result and any errors. You can turn each one on, off, or run it manually: an automation you can't stop is a risk, not a help.
What it covers
- Automations for any module, with a run history and errors
- Warehouse stock updates and product import from accounting
- Payment checks and bank sync on schedule
- Recurring invoice generation and sending
- Reminders: roadworthiness tests, insurance, expiring contracts, birthdays
- Weekly and daily reports by email
- Every automation can be turned on, off, or run manually
Who it suits best
Industries for which this area is one of the main reasons to choose the system.
What it connects to
The connectors that change the most for this area. Each one is switched on in the settings.
Can I see whether an automation actually ran?
You can. The run history shows every run, its result and the reason for any error. The same goes for integrations — a sync that fails silently is the worst case, so there isn't one in the system.
Can I manage automations myself?
You can — turn it on, off, or run it manually. New rules are usually configured together with us during rollout.
Which automations are actually used?
Stock refresh every 5–15 min., downloading online shop orders, payment checks every 5 min., recurring invoice generation, signing reminders, employee document expiry, hourly currency rates.
Other areas
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