Automation examples and starter templates

When you create a new automation, you can pick one of four starter templates: Quote → Create Project, PO Approval Flow, Low Stock Alert and Contract Expiry Handler. You can adjust them or start from an empty canvas.

Click New Flow. In the Create a flow window that opens, pick a template or click Start with empty flow.

Starter templates:

• Quote → Create Project – creates a project from an accepted quote and notifies the team.
• PO Approval Flow – checks the net amount of a submitted purchase order: above HUF 100,000 it requests approval, below that it notifies the buyer.
• Low Stock Alert – notifies the warehouse keeper when stock runs low and tells an external system via webhook.
• Contract Expiry Handler – sends a notification for an expiring contract, then escalates 7 days later.

A template is only a starting point: fill in the recipients, messages and other settings before you activate it.

More ideas:

• After an invoice is paid: on the "Invoice paid" event, notify the colleague in charge or create a follow-up task.
• Overdue task: on the "Task overdue" event, notify the project manager or another chosen colleague.
• Production finished: on the "Production order completed" event, notify the warehouse or send a webhook to the logistics system.
• Rejected approval: on the "Approval rejected" event, notify the colleagues involved so they know about the decision.