Automations

Every workflow runs hands-free — escalated issues surface in your inbox

4Admin

19

Active Automations

1

Paused

463

Emails Sent (30d)

6

Pending Escalations

How automations work

Every automation below fires without you touching it. Fully Automated rules run silently. Notifies Admin rules send you an info alert. Escalates to Inbox rules create an action item in your Notifications inbox because they require a human decision.

Registration Confirmation

Fully AutomatedActive

Trigger: Family submits join form

Action: Email confirmation + receipt to parent

47 sent last 30 daysLast fired 21h agoemail

Invoice Created Notification

Fully AutomatedActive

Trigger: Admin creates dues invoice

Action: Email invoice link to parent

31 sent last 30 daysLast fired 1d agoemail

Payment Received Receipt

Fully AutomatedActive

Trigger: Stripe payment_intent.succeeded

Action: Email receipt to parent + log in activity feed

78 sent last 30 daysLast fired 2h agoemail

Dues Reminder — 3 Days Before

Fully AutomatedActive

Trigger: 3 days before due date, if unpaid

Action: Email reminder to parent with pay link

22 sent last 30 daysLast fired 2d agoemail

Dues Reminder — Due Date

Fully AutomatedActive

Trigger: Day of due date, if unpaid

Action: Email due-date reminder to parent

14 sent last 30 daysLast fired 3d agoemail

Dues Reminder — 7 Days Overdue

Fully AutomatedActive

Trigger: 7 days past due date, if still unpaid

Action: Email overdue notice to parent

9 sent last 30 daysLast fired 5d agoemail

Dues Reminder — 30 Days Overdue

Escalates to InboxActive

Trigger: 30 days past due date, if still unpaid

Action: Email final notice + flag to admin inbox

3 sent last 30 daysLast fired 13d agoemail

Failed Payment Alert

Escalates to InboxActive

Trigger: Stripe payment_intent.payment_failed

Action: Email parent with retry link + notify admin

2 sent last 30 daysLast fired 3d agoemail