Rules

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Rules

4 of 5 rules on · 4 assignment rules · 6 firings on the record

Updated 2026-08-26

When this, then these

5

A rule is a sentence: when this happens, then do these. Every firing is a log line with a subject and a result. A rule never sends outside the building — that still goes through the outbox, held for a name — and it never writes to a customer’s system.

  • A quote goes quietonowner Deepak · fired 3 times, last 25 Aug, 1:35 am

    when a deal at quoted has had no activity for 5 days

    • then create a task owner — Call about the quote
    • and enrol in the sequence “seq-quote-chase”
    • and tell Deepak — one line, on Today
  • An enquiry unanswered for an houronowner Deepak · fired 2 times, last 22 Aug, 6:00 am

    when an enquiry has had no first response in 60 minutes

    • then tell owner — a push, inside quiet hours it waits
    • and escalate Deepak after 180 minutes
  • An invoice seven days overdueonowner Ramesh · fired 4 times, last 20 Aug, 1:30 am

    when an invoice passes 7 days past due

    • then put on the schedule — rung two of the ladder — a draft in the outbox, held for Ramesh
    • and tell Ramesh — on Today
  • A ticket about to miss its reply timeonowner Meera · fired 1 time, last 26 Aug, 4:01 am

    when a ticket is 60 minutes from missing first reply

    • then tell assignee — on Today
    • and escalate unit head after 60 minutes
  • Somebody joinsoffowner Meera · fired 0 times

    when an employment record starts

    • then create a task Rahul — Laptop and accounts ready the day before
    • and create a task manager — First-week plan
    • and assign the documents — the policies that need acknowledging, by day 7

    Off until the onboarding checklist is decided — Meera, 20 Aug.