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Create new (G, section, then N)

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Beagle Software
All topics 35

Workflow controls

Automations

Admin / Agent

Automations let admins and agents tune the built-in workflow rules that create follow-up actions around leads, quotations, overdue invoices, and new customers.

The automations page showing built-in rule cards (customer onboarding, invoice overdue follow-up, lead created follow-up) with enable/disable toggles and a recent automation runs panel

Built-in rules

Open Automations from organisation settings to enable or disable the standard rule templates and edit settings such as delay days, stale-day thresholds, and notification behaviour.

Recent automation runs

The sidebar shows recent successful and failed automation runs so you can confirm that rules are firing against the right records and spot problems quickly.

What each built-in rule does

  • Lead Created Follow-up creates a task for a new lead using the lead follow-up date as the task due date.
  • Quote Sent Follow-up creates a follow-up task after a quotation is sent. The default delay is 3 days.
  • Invoice Overdue Follow-up creates a chase task and can notify the owner when an invoice becomes overdue.
  • Lead Stale Follow-up creates a reminder task when an active lead has not moved for the configured stale threshold. The default threshold is 14 days.
  • Customer Onboarding generates onboarding checklist tasks from the organisation's default onboarding template when a new customer is created. This rule is disabled by default so new workspaces can decide when to turn it on.