Business / Automations
Automations
11 rules run the back office on their own — 266 actions fired: stock reordered, installs blocked without G99, deposits chased, MID deadlines watched, Xero invoiced. Nobody set a reminder.
Autopilot11 of 12 rules live · running now·266 actions taken on their own·7 fired todaylive sample data
Active ruleslive
11/12
running unattended
Actions takenall-time
266
steps done for you
Fired todaytoday
7
in the last shift
Categoriesareas
5
stock → finance
Pausedoff
1
switched off
Busiest89×
Finance
most-fired area
Working on its own
actions by area · live event stream266 actions · 13 recentActions taken by area
Stock2/3 on75
Compliance3/3 on55
Sales1/1 on19
Aftercare2/2 on28
Finance3/3 on89
What it did — recent
Hybrid inverter 5.0kW → PO-2251 (Segen)
Low stock → draft PO · A-01 · 18 min ago
DC cable 6mm² → PO-2249 (City Electrical)
Low stock → draft PO · A-01 · 2 days ago
J-1051 Omagh GAA — install blocked, G99 overdue
Block install until G99 · A-02 · 2 hr ago
J-1039 — MID due in 6 days
MID deadline reminder · A-03 · 5 hr ago
J-1049 P. Toner — chaser armed for 25 Aug
Deposit chaser · A-04 · Yesterday ago
M. Gallagher — review request sent
Post-handover review request · A-05 · Yesterday ago
Bradley Farm — 30 panels + 4 batteries reserved
Stock allocation on win · A-06 · 1 hr ago
Bradley Farm — 0% VAT applied (£4,980 saved)
0% VAT rule · A-07 · 2 days ago
Doherty — 61% of estimate, inverter F13
Generation underperformance · A-08 · 5 hr ago
T. Bonner — 82%, possible soiling
Generation underperformance · A-08 · 1 wk ago
Bradley Farm — deposit invoice raised
Xero invoice on stage · A-09 · 3 hr ago
J-1047 — commission booked tomorrow
Commission booking reminder · A-10 · 4 hr ago
S. Friel — BUS £7,500 voucher applied
Grant paperwork tracker · A-12 · 3 days ago
What the rules plug into
the wiring behind the automationsXeroConnected
Accounting · invoices, bills, reconciliation
synced 3 min ago
StripeConnected
Deposit + balance card payments
synced 1 hr ago
DNO portalManual + tracked
G98 / G99 applications
synced 2 hr ago
MCS (MID)Tracked
Certification + MID registration
synced Yesterday
Google ReviewsConnected
Post-handover review requests
synced Yesterday
Twilio SMSConnected
Customer reminders + chasers
synced 4 hr ago
StockA-01On
Low stock → draft PO
when Any location hits its reorder level
→ Auto-draft a PO to the part’s supplier
→ Auto-draft a PO to the part’s supplier
Runs
34
Last fired
18 min ago
Recent runs
Hybrid inverter 5.0kW → PO-2251 (Segen)
18 min ago
DC cable 6mm² → PO-2249 (City Electrical)
2 days ago
ComplianceA-02On
Block install until G99
when Install scheduled without DNO approval
→ Block scheduling + flag on Command
→ Block scheduling + flag on Command
Runs
12
Last fired
2 hr ago
Recent runs
J-1051 Omagh GAA — install blocked, G99 overdue
2 hr ago
ComplianceA-03On
MID deadline reminder
when Commissioning logged
→ Remind office to register MCS ≤10 working days
→ Remind office to register MCS ≤10 working days
Runs
28
Last fired
5 hr ago
Recent runs
J-1039 — MID due in 6 days
5 hr ago
SalesA-04On
Deposit chaser
when Quote accepted, deposit unpaid > 3 days
→ Email + SMS the customer
→ Email + SMS the customer
Runs
19
Last fired
Yesterday
Recent runs
J-1049 P. Toner — chaser armed for 25 Aug
Yesterday ago
AftercareA-05On
Post-handover review request
when 3 days after MCS handover
→ Ask for a Google review
→ Ask for a Google review
Runs
22
Last fired
Yesterday
Recent runs
M. Gallagher — review request sent
Yesterday ago
StockA-06On
Stock allocation on win
when Deal marked won
→ Reserve panels/inverter/battery from stock
→ Reserve panels/inverter/battery from stock
Runs
41
Last fired
1 hr ago
Recent runs
Bradley Farm — 30 panels + 4 batteries reserved
1 hr ago
FinanceA-07On
0% VAT rule
when Quote built for MCS-eligible install
→ Apply 0% VAT automatically
→ Apply 0% VAT automatically
Runs
37
Last fired
2 days
Recent runs
Bradley Farm — 0% VAT applied (£4,980 saved)
2 days ago
AftercareA-08On
Generation underperformance
when Monitored system < 85% of estimate
→ Raise aftercare job + notify owner
→ Raise aftercare job + notify owner
Runs
6
Last fired
5 hr ago
Recent runs
Doherty — 61% of estimate, inverter F13
5 hr ago
T. Bonner — 82%, possible soiling
1 wk ago
FinanceA-09On
Xero invoice on stage
when Job reaches Install / Handover
→ Raise the stage invoice in Xero
→ Raise the stage invoice in Xero
Runs
44
Last fired
3 hr ago
Recent runs
Bradley Farm — deposit invoice raised
3 hr ago
ComplianceA-10On
Commission booking reminder
when Install marked complete
→ Prompt to book commissioning + EIC
→ Prompt to book commissioning + EIC
Runs
15
Last fired
4 hr ago
Recent runs
J-1047 — commission booked tomorrow
4 hr ago
StockA-11Paused
Van stock top-up
when Van item below van-min after a job
→ Add to next warehouse transfer list
→ Add to next warehouse transfer list
Runs
0
Last fired
—
Recent runs
No runs yet — this rule is switched off.
FinanceA-12On
Grant paperwork tracker
when Grant-eligible job created
→ Create BUS/ECO4 checklist + chase voucher
→ Create BUS/ECO4 checklist + chase voucher
Runs
8
Last fired
3 days
Recent runs
S. Friel — BUS £7,500 voucher applied
3 days ago