Automations
Automate the busywork, keep the judgment.
Rules that prepare everything for you — scored jobs, drafts, assignments and reminders — so your time goes into decisions, not admin.
Planned
Planned. Automations prepare work for you; they never send proposals or messages without approval.
Repetitive steps add up
- Running the same searches every morning.
- Re-triaging jobs that obviously do not fit.
- Forgetting follow-ups.
Rules with guardrails
Triggers & conditions
E.g. “when a saved search finds a job with Opportunity Fit above 80 and payment verified…”
Prepared actions
…analyze it, draft a proposal, assign it to the best-fit profile and notify the owner.
Approval stays mandatory
Automations prepare; a person approves before anything is submitted or sent.
Example workflow
An example rule
- 1New job from “Next.js SaaS” saved search
- 2Opportunity Fit ≥ 80 and client payment verified
- 3Draft a proposal and assign to the best-fit profile
- 4Notify the owner to review and approve
Illustrative example
Automation rule
- WhenSaved search “Next.js SaaS” finds a new job
- IfOpportunity Fit ≥ 80 and payment verified
- ThenDraft a proposal and assign to the best-fit profile
- AlwaysOwner reviews and approves before sending
Why it matters
- Mornings start with prepared, scored work
- Less admin, more client work
- Safe by design
Security & trust
- No mass-submission — ever
- Every automated step is logged
- Nothing is sent without your approval
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