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Automation
What the background jobs found and what became of it, how far each may act by itself, when an approval or a ticket left alone is chased and escalated, and the folders and mailboxes whose documents become drafts.
In Platform → Automation · 7 screens
ViewAutomation ResultsEverything a background job handed over: what it found, the level it was handled at, and what became of it. The people it was for see theirs in My approvals.OpenRecordsAutomation LevelsHow far each background job may go by itself: tell people what it found, ask for approval and then act, or act and tell them. A job with no level here only tells.OpenRecordsTime LimitsWhen an approval or a support ticket left alone is chased, and when and to whom it is escalated. Only what falls due after a limit is written is swept.OpenViewReminders & EscalationsEvery reminder and escalation the time-limit sweep made.OpenRecordsDocument IntakeFolders and mailboxes whose documents become DRAFTS: a supplier invoice, a sales order. Nothing is ever posted; the file is attached to the draft it made.OpenViewIntake LogEvery file intake took in: what it read, the draft it made, or why it needs a person.OpenViewEvent DeliveryEvents a subscriber (workflows, agent triggers, webhooks) could not take: retried with backoff, then set aside after five attempts. Send one again once the cause is fixed.Open
Columns, fields and actions
| Screen | Kind | What it is | Columns | Fields | Actions |
|---|---|---|---|---|---|
| Automation Results | Read-only list | Everything a background job handed over: what it found, the level it was handled at, and what became of it. The people it was for see theirs in My approvals. | 9 | 0 | 1 |
| Automation Levels | List | How far each background job may go by itself: tell people what it found, ask for approval and then act, or act and tell them. A job with no level here only tells. | 5 | 7 | 1 |
| Time Limits | List | When an approval or a support ticket left alone is chased, and when and to whom it is escalated. Only what falls due after a limit is written is swept. | 8 | 10 | 1 |
| Reminders & Escalations | Read-only list | Every reminder and escalation the time-limit sweep made. | 7 | 0 | 0 |
| Document Intake | List | Folders and mailboxes whose documents become DRAFTS: a supplier invoice, a sales order. Nothing is ever posted; the file is attached to the draft it made. | 10 | 9 | 2 |
| Intake Log | Read-only list | Every file intake took in: what it read, the draft it made, or why it needs a person. | 7 | 0 | 0 |
| Event Delivery | Read-only list | Events a subscriber (workflows, agent triggers, webhooks) could not take: retried with backoff, then set aside after five attempts. Send one again once the cause is fixed. | 7 | 0 | 1 |