Automations

Custom workflows that detect and act on supply chain events automatically.

The Automations module lets you define rules that work for you while you sleep. Create custom workflows that automatically detect and act on supply chain events — like flagging overstock situations, identifying demand outliers, or triggering alerts when specific conditions are met.

Automation list

The main screen displays all your automations in a table with the following columns:

• Name — The name you gave the automation.

• Scope (View) — The saved view the automation targets (e.g. "Forecast accuracy"), defining which products are in scope.

• Status — Whether the automation is active or Paused, with a toggle to switch.

• Last run / Next run — When the automation last executed and when it is scheduled to run next.

• Runs — Total number of executions.

• Created by — The user who created the automation.

You can search automations by name and filter by status.

Creating an automation

Click Create one automation to open the creation dialog. An automation is defined by three components:

• Name — A descriptive name for the automation.

• Scope — Select a saved View from the Demand or Planning module. The automation will apply to all products in that view.

• Schedule — Configure how often the automation runs:

  • Repeat — Frequency (e.g. every week).

  • On — Which days of the week (M, T, W, T, F, S, S).

  • At — Time of day.

  • Ends — Optional end date for the automation.

• Action — Define what the automation does when it runs (e.g. set a buffer policy, apply a tag, trigger an alert). Add one or more actions using the + Add action button.

Click Create & Activate to save and immediately enable the automation.

Automation detail view

Clicking on an automation opens a side panel with two tabs:

Settings

Displays the full configuration of the automation — scope, schedule, and action — and lets you edit any of them. You can also trigger a run on demand using the Run manually button, or delete the automation entirely.

Runs

Shows the history of all past and upcoming executions. Each run displays:

• Date and time of execution.

• Status — Planned (scheduled but not yet run), Successfully (completed without errors), or an error state.

• Number of products processed in that run.

When to use it

Use Automations to offload repetitive monitoring tasks. Typical use cases include applying buffer policies to specific product groups on a schedule, flagging products that have crossed a stockout threshold, or detecting unusual demand spikes. The more automations you set up, the more your planning process runs by exception rather than by exhaustive review.

Learn more

• Views and filtering — How views serve as automation scope.

• Set up an automation — Step-by-step automation creation guide.

• Set up and manage views — Create the view you need as a scope.