RIVET's Automations help you streamline repetitive tasks by automatically triggering actions based on events. Set up notifications, reminders, and workflows that run without manual intervention.
What Are Automations?
Automations follow a simple "When X happens, do Y" pattern. For example: when a pay app is submitted, send a notification to the project manager.
WHEN→Trigger Event→THEN→Action
Types of Automations
Pre-Built
Ready-to-use automations for common scenarios. Simply toggle on/off.
Custom Rules
Create your own automations with specific triggers and actions.
Pro Feature
Automations are available on Pro and Scale plans. Starter plan users can view but not create automations.
Accessing Automations
- Click Workflows in the left sidebar
- View pre-built automations at the top
- See your custom rules below
- Click + New Rule to create a custom automation
Common Triggers
•Pay application submitted
•Payment due date approaching
•Payment overdue
•Lien waiver signature pending
•Document uploaded
Need help? Contact our support team at support@slpwlk.io