Automation Engine
Automate the work around the work
Use triggers, conditions and actions to keep leads moving without manual chasing.
Active Workflows
5
Demo automation rules
Runs
395
Synthetic workflow executions
Tasks Auto-created
143
Manual follow-up reduced
Approvals Triggered
37
High-value deal control
Workflow builder
Trigger → Conditions → Actions
WHENDeal stage changes
Record event or timer
→
IFValue > RM20,000
Match all / any rules
→
THENRequest approval
Create task + notify manager
F&B automation example
No response for 24 hours?
Automatically create a follow-up task, notify the owner, and escalate high-value opportunities before they go cold.
| Workflow | Trigger | Condition | Action | Status | Runs | Last Run |
|---|---|---|---|---|---|---|
| New corporate lead assignment WF-01 | Lead created | Source = Corporate enquiry | Assign BD owner + create follow-up in 2 hours | Active | 184 | 8 min ago |
| No-response follow-up WF-02 | 24h inactivity | Lead status != Closed | Create task + notify owner | Active | 91 | 26 min ago |
| High-value approval WF-03 | Deal value changed | Value > RM20,000 | Request manager approval before quotation | Active | 37 | 2h ago |
| Proposal reminder WF-04 | Stage = Proposal | No activity for 3 days | Create follow-up + email placeholder | Active | 62 | 4h ago |
| Won deal handover WF-05 | Stage changed to Won | Always | Create operations handover checklist | Active | 21 | Yesterday |