P
Automations & Integrations

Bring reality in, move work forward

Integrations bring external reality into the Execution OS. Automations move work forward — with approval where it matters. Low-confidence inputs go to Inbox first. High-risk actions never run silently.

Active automations
9
Drafts
1
Needs review
1
Failed
1
Waiting approval
1
Success rate
90%
Integrations
5/8
Int. attention
1

Automation Agent insights

Noise, risk, missing owners, integration health
mediumautomation noiseconf. high
Meeting follow-up creates too many low-confidence tasks
Switch low-confidence outputs to Inbox first to reduce task spam.
Action: Add condition: confidence > 80 for Task creation; route others to Inbox.
mediumapproval waitingconf. high
Payment Received → Onboarding Project is waiting for approval
External guest invite requires approval before the onboarding completes.
Action: Open the Governance approval queue.
highfailed runsconf. high
Gmail Attachment → Knowledge has failing runs
Permission missing for attachment scope.
Action: Reconnect the related integration.
highmissing ownerconf. high
Webhook Received → Inbox Item has no owner
Autonomous automations without owners drift and create silent risk.
Action: Assign an accountable owner.
mediumtrigger too broadconf. high
Webhook Received → Inbox Item trigger is too broad
Webhook trigger without workspace or event filter.
Action: Add filters for workspace and event type.
mediumintegration healthconf. high
Gmail needs attention
Attachment scope missing — reconnect required.
Action: Reconnect or fix permissions.
lowuseful automationconf. high
Decision Approved → Unlock Work is doing real work
Resolved 2 dependencies and raised readiness from 58 → 74 this week.
Action: Keep autonomous. No change needed.
Automation Builder
When → If → Then → Mode → Preview

Build automations with a trigger, conditions, actions, mode and risk. Low-confidence inputs go to Inbox by default. High-risk actions require approval.

  1. 1 · Trigger
    Form / Event / Schedule / Webhook
  2. 2 · Conditions
    Workspace, type, confidence, duplicates, sensitivity
  3. 3 · Actions
    Create / Update / Assign / Link / Approve
  4. 4 · Mode
    Suggest · Draft · Approval · Autonomous · Read-only
  5. 5 · Preview
    Sample run with created objects, before activation

Automations

9 active · 1 waiting approval
Client Intake → Sales Project
Convert validated intake forms into a sales project with owner, follow-up and goal link.
ActiveQuality 86 · Good
Approval requiredMedium riskApprovalsales
When: Client Intake Form
If: Form type = Client Intake · Confidence > 80 · No duplicate lead
Then: Create Person (lead) · Create Project · Create follow-up task · Assign owner: Axel · Link goal: Reach 30k MRR
Owner: Axel14 runs · 79% ok · last -14m ago
Payment Received → Onboarding Project
Stripe payment creates onboarding project, intake task and a guest project room.
ActiveQuality 78 · Good
Approval requiredHigh riskApprovalsales
When: Stripe
If: Customer exists · Product = Sales Mastery or Sales Clarity
Then: Create Onboarding Project · Create Intake Task · Create First Session Task · Create Project Room + invite client guest
  • • Action creates external guest access — approval rule active.
Owner: Axel6 runs · 83% ok · last 12h ago
Payment Failed → Customer Success Follow-up
Failed Stripe charge creates a follow-up task and Inbox item with context.
ActiveQuality 88 · Good
AutonomousLow riskfinance
When: Stripe
Then: Create follow-up task · Create Inbox item with payload
Owner: Julian3 runs · 100% ok · last 16h ago
Meeting Ended → Action Drafts
Calendar event ends → meeting note draft, suggested tasks and decisions.
ActiveQuality 64 · Needs review
DraftMedium riskcompany
When: Google Calendar
Then: Create Meeting Note Draft · Suggest follow-up tasks · Suggest decisions
  • • Creates many low-confidence tasks. Consider Draft + Inbox routing.
Owner: Philipp22 runs · 86% ok · last -94m ago
Decision Approved → Unlock Work
Resolve dependent waits and recalculate readiness automatically.
ActiveQuality 92 · Strong
AutonomousLow riskall
When: Atlas Decisions
If: Related dependencies exist
Then: Resolve linked dependencies · Recalculate readiness · Create decision record
Owner: Philipp9 runs · 100% ok · last -46m ago
Weekly Operating Review Due
Friday 16:00 schedule — creates Weekly Review and Home card.
ActiveQuality 95 · Strong
AutonomousLow riskcompany
When: Every Friday 16:00
Then: Create Weekly Review · Add Home card
Owner: Philipp12 runs · 100% ok · last 3d ago
External Waiting > 7 Days → Follow-up
Dependency waiting too long → follow-up task and Home alert.
ActiveQuality 90 · Strong
AutonomousLow riskoperations
When: Atlas Dependencies
If: Waiting > 7 days
Then: Create follow-up task · Assign resolution owner
Owner: Julian5 runs · 100% ok · last 2d ago
File Uploaded → Knowledge Draft
Drive file → Knowledge draft + suggested relations.
ActiveQuality 81 · Good
DraftLow riskmarketing
When: Google Drive
If: No duplicate file
Then: Create KnowledgeItem (Needs Review) · Suggest relations
Owner: Tubagus17 runs · 94% ok · last 46m ago
Gmail Attachment → Knowledge
Inbound attachments become Knowledge items.
ErrorQuality 48 · Needs review
DraftMedium riskfinance
When: Gmail
If: Has attachment
Then: Create KnowledgeItem
  • • Recent failures > 30%
  • • Integration needs reconnect
Owner: Julian8 runs · 63% ok · last 4h ago
GitHub Issue Blocked → Dependency
Issue labeled blocked becomes a Dependency on linked Work.
DraftQuality 70 · Good
DraftLow riskproduct
When: GitHub
If: Label = blocked
Then: Create/Update WorkItem · Create blocking Dependency
  • • Integration not connected.
Owner: Tubagus0 runs
Goal At Risk → Recovery Review
Health < 60 suggests a goal review and recovery plan.
ActiveQuality 84 · Good
Suggest onlyMedium riskcompany
When: Atlas Goals
If: Health < 60
Then: Create Goal Review · Suggest Recovery Plan
Owner: Philipp2 runs · 100% ok · last 4d ago
Webhook Received → Inbox Item
Generic webhook payload routes to Inbox for triage.
Needs reviewQuality 52 · Needs review
AutonomousMedium riskcompany
When: Custom Webhook
Then: Create Inbox item with payload
  • • No owner assigned.
  • • Trigger too broad — add workspace/event filter.
Owner: —12 runs · 100% ok · last 2h ago

Recent runs

6 shown
Meeting Ended → Action Drafts
Calendar: GTM sync (60 min) · -94m ago · 2400ms
partial success
  • Meeting Note draft
  • Suggested tasks (4) — 2 routed to Inbox (confidence < 80)
  • Suggested decisions (1) — Low confidence.
Created: GTM sync — Meeting Note (knowledge), Confirm pricing test variants (task)
Decision Approved → Unlock Work
Decision approved: Confirm pricing model · -46m ago · 320ms
success
  • Resolve 2 dependencies
  • Recalculate readiness — Sales Clarity Landing 58 → 74
  • Create decision record
Created: Decision record · Pricing model (knowledge)
Client Intake → Sales Project
Form: Client Intake (Nordlys) · -14m ago · 1420ms
success
  • Create Person
  • Create Project
  • Create follow-up task
Created: Nordlys Team (person), Nordlys Onboarding (project), Kickoff scheduling (task)
Gmail Attachment → Knowledge
Inbound email from berater@kanzlei.de · 4h ago · 410ms
failed
  • Create KnowledgeItem — Permission missing.
Gmail attachment scope missing. Reconnect required.
Payment Received → Onboarding Project
Stripe charge.succeeded · 12h ago · 980ms
waiting approval
  • Create Onboarding Project (draft)
  • Create Intake / First Session tasks
  • Create Project Room + invite guest — Approval required (external guest).
Created: Onboarding · Studio Mira (project)
External Waiting > 7 Days → Follow-up
Dependency · Steuerberater documents (waiting 9d) · 2d ago · 220ms
success
  • Create follow-up task
  • Assign owner Julian
Created: Follow up with Steuerberater (task)

Automation issues

4 open
highintegration error
Gmail Attachment → Knowledge has 3 failed runs
Attachment scope missing. Reconnect the Gmail integration.
Action: Reconnect Gmail with attachment scope.
mediumtrigger too broad
Meeting Ended automation creates noisy tasks
Too many low-confidence suggestions become tasks instead of Inbox items.
Action: Route confidence < 80 to Inbox instead of Tasks.
highowner missing
Webhook → Inbox automation has no owner
High-volume autonomous automation without an accountable owner.
Action: Assign an owner and add workspace/event filters.
mediumapproval stuck
Onboarding automation stuck waiting for approval
Project Room and guest invite pending approval for 18 hours.
Action: Approve or reject in the Governance queue.

Integration Hub

5/8 connected · 1 need attention
Google Calendar
calendar
Connected (mock)
ActiveHealth 842 automationsSync 14m ago
Owner: PhilippWorkspaces: all
Gmail
email
Permission missing
Needs attentionHealth 621 automationsSync 18h ago
Reconnect required for attachment import.
Attachment scope missing — reconnect required.
Owner: JulianWorkspaces: finance, sales
Stripe
finance
Connected (mock)
ActiveHealth 882 automationsSync -33m ago
Guest invite action requires approval rule.
Owner: PhilippWorkspaces: sales, finance
Google Drive
files
Connected (mock)
ActiveHealth 791 automationsSync 46m ago
6 unlinked files.
Owner: TubagusWorkspaces: marketing, product, operations
GitHub
developer tools
Not connected
DraftHealth 01 automations
Owner: TubagusWorkspaces: product
Notion
docs
Connected (mock)
ActiveHealth 730 automationsSync 9h ago
4 stale SOPs.
Owner: JulianWorkspaces: company, operations
Custom Webhook
webhook
Connected (mock)
ActiveHealth 811 automationsSync 2h ago
Trigger filter too broad.
Owner: PhilippWorkspaces: all
Slack
chat
Not connected
DraftHealth 00 automations
Owner: PhilippWorkspaces: company

Templates

Start from a curated template
intake
Client Intake → Sales Project
Medium risk
When a Client Intake Form is submitted, create lead, project, follow-up and link to the revenue goal.
Approval required4 actions2 conditions
billing
Payment Received → Onboarding
High risk
Stripe charge.succeeded creates onboarding project, intake task and a client project room.
Approval required3 actions1 conditions
meetings
Meeting Ended → Follow-ups
Medium risk
Calendar event ends → meeting note draft, tasks and decisions in Draft mode.
Draft3 actions0 conditions
decisions
Decision Approved → Unlock Work
Low risk
Resolve linked dependencies and recalculate readiness when a decision is approved.
Autonomous3 actions0 conditions
reviews
Weekly Review Due
Low risk
Friday 16:00 → create Weekly Review and Home card.
Autonomous2 actions0 conditions
coordination
External Waiting > 7 Days → Follow-up
Low risk
Long-running waiting-for dependency → follow-up task and resolution owner.
Autonomous2 actions1 conditions
knowledge
File Uploaded → Knowledge Draft
Low risk
Drive file → Knowledge draft with Needs Review state.
Draft2 actions1 conditions
engineering
GitHub Issue Blocked → Dependency
Low risk
Issue labeled blocked → WorkItem + Dependency on linked work.
Draft2 actions1 conditions
reviews
Goal At Risk → Recovery Review
Medium risk
Goal health < 60 → suggest Recovery Plan and create Goal Review.
Suggest only2 actions1 conditions
governance
Guest Access Expiring → Review
Low risk
Guest access expires in 3 days → access review task + owner notification.
Autonomous2 actions1 conditions