Automation·Lifecycle

COI lapse → block new WOs

On3 runslast 3w agohealthy

In plain English

When a COI's expiry date passes, if there's no newer COI, set vendor.status to coi_lapsed, notify Morgan and set vendor.woSendBlocked to true.

When

Fires when: coi.expiresAt +0 days

Date field

Offset (days)

Only if

Then

Field

Value

Who

Channel

Field

Value

End

Ends after the last step — or early on a reply, a stage change, a locked project, or do-not-contact.

Test it

dry run

Plays this automation against a real project, step by step. Nothing is sent.

Project

Skip locked projectsNever act on billed or closed work.Business hours onlyHold texts and emails until Mon–Fri, 7:30am–5pm CT.

Healthy

23239 · Fire alarm testing & Main Hall electrical
Sep 5 · 3:00 AM · completed
23239-1 · CO-1: Add emergency lighting circuit, Main Hall
Sep 3 · 4:14 AM · completed
23240 · Toilet backed up — Honey Creek Bldg C
Sep 1 · 5:28 AM · completed
23244 · Emergency HVAC — BMO Brookfield
Aug 30 · 6:42 AM · completed
23238 · Bulk WO — Burger King Oak Creek: doors & drive-thru
Aug 28 · 7:56 AM · skipped

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