Automation rules do the repetitive work for you: when something happens on a claim, Claimory takes an action. Available on Professional and up.
Go to Workflow Automation. You see your rules and a Templates tab, plus stats on total rules, active rules, and executions in the last 30 days.
Every rule is When (a trigger), If (conditions), and Then (actions). Triggers include status change, field update, date reached, overdue, new claim, payment received, and supplement approved.
Actions include create task, send email, update field, create note, assign claim, and add flag. For example: when a claim goes overdue, create a follow-up task and add a flag.
Six built-in templates cover common cases (auto-assign urgent, supplement follow-up, overdue promise, insurance follow-up, payment notification, quality check). Use a template, then tune it. View execution logs to confirm a rule is firing.
Automation can create tasks, notes, flags, and assignments on its own. Anything that communicates externally still follows the same human-approval model as the rest of Claimory.