FSG

Automations

Triggers → conditions → actions. Every run is logged; failures land in your Inbox with a retry.

Active

11

1 paused

Runs · 30 days

1,286

across all automations

Locked projects skipped

automations never touch billed work

On	Automation	Conditions · actions	Runs	Last run	Failures
	Sold → convert company to Client, notify Dean & Wendee, task: create WOs Project stage → Sold	if Company type = ProspectSet company.type = client+2		3d ago	Healthy	Edit
	Ready to bill → task for Wendee + packet bundle Project status → Ready to Bill	if Closing checklist passedCreate task for Wendee+2		1d ago	Healthy	Edit
	Contract not approved after 14 days → phone-call task Time in Proposal Sent > 14 days	if No client actionCreate task for salesperson: call client+2		11h ago	Healthy	Edit
	Campaign click “roofing” → alert Dean + enroll sequence Campaign link clicked (label = roofing)	Push notify Dean and contact owner+3		11h ago	Healthy	Edit
	COI lapse → block new WOs COI expiry date passed	if No newer COISet vendor.status = coi_lapsed+2		3w ago	Healthy	Edit
	Vendor invoice received → suggest WO link, hold if scope incomplete Inbound email to invoices@ with PDF	AI extract vendor, invoice #, amount+3		11h ago		Edit
	Vendor SMS with $ amount → change request Inbound SMS from vendor contains $	if Linked open WOCreate change request with photo+1		11h ago	Healthy	Edit
	NWS severe alert → segment + notify NWS alert polygon intersects client sites	if Alert severity ≥ SevereBuild segment: contacts within 25 mi+2		6w ago	Healthy	Edit
	Work complete → completion email + rating + Dean call task Project status → Work Complete	if Not portal-only clientEmail completion notice+3		2d ago	Healthy	Edit
	Billed → lock, commission accrual, service follow-ups Project status → Billed	Lock project+2		1d ago	Healthy	Edit
	Email with no project link from known contact → Inbox suggestion Inbound email synced	if Sender is a contactAI classify+2		11h ago		Edit
	Building sold (enrichment) → verify PM task Parcel owner change detected	Task for Prospecting queue: verify new PM		never	Healthy	Edit