Automation & Workflows
Rule-based automation
Automation that follows predefined if-then logic rather than making flexible decisions.
Example
A rule sends every overdue invoice reminder exactly seven days after its due date.
Why people use it
Teams use “Rule-based automation” when they need to design processes that run predictably and recover from problems.
What you'll hear
“Where should Rule-based automation sit in this workflow, and what still needs a human?”