Work

Automations

Every task change runs through these rules. Approvals create installs, activations create recaps, hospitality gets its lead time, blockers escalate, and late work is chased. The team spends its time on the partnership, not on remembering the next step.

Rules on
7 / 7
toggle any rule below
Tasks auto-created
0
follow-ups nobody had to remember
Escalations
0
sent to the Account Director
Notifications
0
assignments and overdue nudges
Manual steps avoided
0
tasks created + actions taken

Try it

each button makes a real change in the demo data; watch the toasts and the activity log
Approve the vent stack creative
AAC signs off the fall art for the exterior vent stacks.
Wrap Dia de Los Muertos Game Night
The Mavericks game night activation is complete.
Use the Mavs ticket bank
Schedule 20 upper-level seats for retail partners on Feb 12.
Book a distributor suite night
Add an Admiral Level suite night for North Texas distributors.
Flag a blocker
The first AAC bar activation is waiting on COC to confirm a date.
Run today's overdue check
Sweep every workspace for late work.

Rules

Approval unlocks the install

0 fired
WhenApproval ticket moves to Done
Applies toCreative or marks approval is signed off by the rights holder
Then
• Create a Delivery task to install / go live within 7 days
• Assign it to the Group Assistant
• Notify the assignee
Why it helps: Nobody has to remember that approved art still needs to be printed, shipped and installed.

Every activation gets a recap

0 fired
WhenActivation ticket moves to Done
Applies toWatch party, theme night, sampling or game-day activation is complete
Then
• Create a Flash recap Report due in 2 days
• Attach the recap checklist (photos, counts, send to CBI)
• Notify the Account Executive
Why it helps: Recaps are what prove value at renewal. This makes them automatic, not optional.

Hospitality gets its lead time

0 fired
WhenHospitality ticket is created
Applies toSuite night, ticket allocation or ticket bank use is scheduled
Then
• Ticket bank: create a request task 30 days ahead (contract notice rule, Sch. 2.2)
• Other hospitality: create a guest list + F&B task 7 days ahead
Why it helps: Contract notice periods and catering cut-offs are easy to miss; missed ones are forfeited value.

Proof of performance closes the loop

0 fired
WhenReport ticket moves to To be verified or Done
Applies toA proof-of-performance or recap is submitted
Then
• To be verified: ask the Account Director to review
• Done: log the asset's new fulfillment %
• All tickets done: mark the asset fulfilled
Why it helps: Fulfillment rolls up from evidence, so the delivery % on every dashboard is earned, not typed.

Blocked work escalates

0 fired
WhenA ticket is flagged as blocked
Applies toAnything is waiting on a rights holder, vendor or approval
Then
• Raise priority to Highest
• Escalate to the Account Director
• Show it in Needs attention
Why it helps: Blockers surface the same day instead of in next week's status call.

Daily overdue check

0 fired
WhenDaily check runs (on open, or on demand)
Applies toA ticket is past due and not done or awaiting verification
Then
• Raise priority to High and notify the assignee
• Over 7 days late: escalate to the Account Director
Why it helps: Late items are chased automatically; nothing ages quietly in a backlog.

Assignment notifies

0 fired
WhenA ticket is created or reassigned
Applies toSomeone new owns the work
Then
• Notify the new assignee with the asset and contract reference
Why it helps: Ownership changes are visible without a separate email.

Live activity

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