Reduce repeat steps with workflows you can understand.
Explore the automation triggers and actions Atlas currently supports, with your actual permissions and review controls.
Repeated handovers take attention away from work that needs judgment.
Defined triggers
Such as an invoice being issued or becoming overdue, a payment received, stock running low or a new customer.
Supported next actions
Send an email, create a task or reminder, or wait a number of days before the next step.
Reviewable outcomes
Every run is logged with what it did.
How Atlas works
- 1
Choose an available trigger
- 2
Configure the action
- 3
Review who it affects
- 4
Test it with sample data
Automation rules and reminders are available today, limited to the supported triggers and actions.
Included modules and limits depend on your plan. Compare plans or ask us before subscribing.
Clear answers before your next step.
Can I automate any task?
Automation is limited to supported triggers and actions.
Which plans include it?
This depends on your plan; compare plans or ask us.
Reduce repeat steps with workflows you can understand.
Explore the automation triggers and actions Atlas currently supports, with your actual permissions and review controls.