Automations

Views built on the consolidated model

Each automation reads approved data points from the connected systems on a cadence and presents what it found in one place. Reading happens on its own. Writing back only happens where a connection carries write scope and a person releases the change.

2 write back17 open flags
Live
In design
Defined against the model, view not built yet
Collections Follow UpIn design

Overdue receivables and completed work not yet invoiced, with the last customer contact on each.

Owner Priya RamanCadence Daily 07:00 CTLast run 5 min ago
Bank and Payment ReconciliationsIn design

Bank activity matched to recorded payments and receipts, with unexplained differences listed by account.

Owner Tom OkaforCadence Daily 05:45 CT after BAI2 deliveryLast run 1 h ago
Source-System ProtectionIn design

Source changes that could break approved mappings or downstream calculations.

Owner Charles XavierCadence Every 15 minutesLast run 8 min ago