AI & Automation

Automation Rules

The quiet work that happens whether or not anyone is at a desk.

Active rules

6

Runs this week

312

Failures

2

retried automatically

  • Welcome sequence

    When When a membership is approved

    Then Send welcome message, prepare welcome kit, assign concierge

  • Renewal reminder

    When 14 days before renewal

    Then Send renewal reminder on WhatsApp

  • Failed payment recovery

    When When a payment fails

    Then Notify finance, message member, retry in 48 hours

  • Feedback request

    When 24 hours after a completed booking

    Then Send a short feedback form

  • Partner confirmation chase

    When Booking pending for 4 hours

    Then Notify concierge, message partner

  • Dormant member nudge

    When No activity for 60 days

    Then Suggest three experiences matched to their taste

  • Negative feedback escalation

    When Rating below 3

    Then Create escalation for management