Workflow Engine
Visual Email Automations
Rule-based actions triggered by incoming messages, invoice detection, or elapsed time.
Invoice Trigger
Active • 14 runs
Inbound Invoice Auto-Extraction & Payeny Sync
Trigger When
Incoming message contains invoice or receipt
Conditions
Amount ≥ $500 USD
Actions
Create Payeny record • Apply #Invoice label
Storage Trigger
Active • 8 runs
Large Inbound Attachment to Persistent Elept Room
Trigger When
Message received with attachments
Conditions
Total attachment size > 15 MB
Actions
Convert to Elept Room • Dispatch Webhook
Time Trigger
Active • 3 runs
VIP Unanswered Correspondence → Postcard Dispatch
Trigger When
No reply received after 7 days
Conditions
Tag includes #Executive or #VIP
Actions
Suggest or Queue Physical Postcard