Automation Rules
Event-driven workflow automation
🛡️ Public data only — no PHI permitted on this instance.
When-this-then-that rules that execute automatically on deal events.
| Rule | Trigger | Status | Created By |
|---|---|---|---|
| Alert on consecutive miss | risk_fired | Active | system |
| Covenant headroom warning | metric_threshold | Active | system |
| Notify on hold during onboarding | stage_change | Active | system |
| IC package on stage change to IC | stage_change | Active | system |
| Tag stale analysis | analysis_completed | Active | system |