Solutions · Automate
Rules that run the busywork for you.
Build conditions over your accounts, portfolio, and markets that move placements, create tasks, and keep your data clean — automatically.
The problem
Status updates and tasks fall through the cracks.
Manual upkeep
Moving a placement’s status or spinning up a follow-up task by hand means it often doesn’t happen.
Reactive, not proactive
Events that should trigger work — a placement going stale — pass unnoticed.
Data drifts
Without rules keeping fields consistent, the data reps rely on slowly goes wrong.
Rule builder
Conditions to actions.
Build predicates over account, portfolio, market, and attribute data, then attach actions — move a placement’s status, create a task, and more.
- Predicates over account, portfolio, market
- Actions move placements and create tasks
- Stack conditions with and / or logic
Triggers
Event-driven, no human in the loop.
Placement automation triggers react to events — a placement status change, for instance — and run the rule with no one touching it.
- React to placement status changes
- Run automatically on the event
- Audit every action a rule takes
One builder
The same builder, everywhere.
Automations and insights share the same builder UX, so the conditions you write to surface an insight are the conditions you write to automate against it.
| Account | Run rate | Signals |
|---|---|---|
| The Tasting Room | $4,210 | GrowingMTD up |
| Lou's Wine & Spirits | $3,180 | At riskYTD down |
| Hudson Hospitality | $2,640 | Overdue order |
| Cedar & Vine | $1,920 | At riskPlacements at risk |
| Northgate Provisions | $0 | Never ordered |
| Marble Hill Cellars | $5,480 | GrowingYTD up |
How it works
Simple parts, composed.
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