Overview
Automation rules let your team process incoming quotes automatically — no manual trigger required. You define the conditions and the action; the platform evaluates every new quote against your rules and acts on the matches. Rules are managed in Settings → Automations , or via the Automations button in the Inbox toolbar.Managing Rules
Each rule has a name, a type (auto-basket or auto-compare), an enabled toggle, and a priority — lower numbers run first, so you can layer specific rules ahead of broad ones. Create, edit, enable/disable, or delete rules at any time.The rule builder is schema-driven — the available fields, operators, statuses, and actions come from the platform, so new options can appear without any change on your side.
Rule Types
- Auto-Basket
- Auto-Compare
Automatically basket and action quotes based on their status and a margin threshold.Configure:
- Inbox statuses the rule applies to (e.g. not actioned, assigned, unassigned — one or many)
- A margin condition — a field (e.g. margin), an operator (e.g.
<=), and a value (e.g.$500) - The action to take on matches:
- Action type — reject, accept, counter, or send message
- Rejection reason — from your configured reasons (when the action is reject)
- Comment / message — free text sent with the action
Example — “If a thread is not actioned or assigned and quote margin is ≤ $500, reject with reason Price Too Low and comment This price is too low.”
Template Variables
Messages in auto-compare rules support variables that the platform fills in before sending:| Variable | Value |
|---|---|
{{unit_price}} | The new quote’s unit price |
{{margin}} | Absolute margin |
{{margin_percent}} | Margin as a percentage |
{{partner_name}} | The partner on the thread |
Related
Inbox
Where automated actions are basketed and sent.
Approvals
Route automated responses through approval when required.