Automation & Job Scheduling
Automation is a fixed set of background jobs — nurture sequences, follow-ups, scheduled reports, and renewal reminders — executed on a schedule and runnable on demand by admins. It is not a build-your-own workflow engine.
#Purpose
Explain how background work runs, is triggered, and is logged.
#Architecture
A job registry defines the runnable jobs. The same execution path is used by the scheduler and by manual triggers, so on-demand runs behave identically to scheduled ones.
Jobs are invoked on a schedule via cron-style endpoints (for example, sales reminders) and can be triggered manually by a CEO/admin. Each run is recorded in automation logs.
#How it works
1
Schedule fires
A cron-style invocation calls the job runner.
2
Execute job
The runner executes the selected job (sequences, follow-ups, scheduled reports, or renewal reminders).
3
Manual trigger (optional)
A CEO/admin can run the same job on demand.
4
Log outcome
The run and its result are written to automation logs.
#Reference
#Runnable jobs
| Job | Purpose |
|---|---|
| sequences | Send due nurture-sequence steps |
| followups | Raise due follow-ups |
| scheduled_reports | Deliver reports on a cadence |
| renewal_reminders | Surface upcoming renewals |
#Implementation notes
- Manual runs are restricted to CEO/admin and reuse the scheduler's execute path.
- Winning or losing a lead stops its sequence enrollment.
- A dedicated cron endpoint exists for sales reminders.
#Limitations
Known limitations
- The job set is fixed; there is no visual automation/workflow builder.
- Automations depend on email delivery being configured to actually send.
#Security considerations
Security
- Manual triggering is privileged (CEO/admin).
- Jobs act within organization scope.
- Do not expose cron endpoints without the intended protection.
#Best practices
- Confirm email delivery before relying on sending jobs.
- Review automation logs after important runs.
- Use manual run-now to validate a job, then let the schedule handle it.
#Related documentation
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