Automate Routine Work
With Rules and Triggers
Create automations for assignments, notifications, and risk thresholds — with logs and retries.
Repetitive updates waste time?
Repetitive updates waste time?
Rules for assignments and statuses
Automate routine actions so your team can focus on delivery instead of manual admin work.
Need proactive alerts?
Need proactive alerts?
Triggers for thresholds and deadlines
Notify the right people when risk increases, milestones slip, or key changes happen.
Need reliability and visibility?
Need reliability and visibility?
Logs and retries
Track automation execution with logs and retries so you can trust workflows at scale.
Related products
Products teams typically use to implement this workflow.
Project delivery
ProductPlan, execute, and ship with Kanban, sprints, timelines, workload planning, and dashboards.
- Kanban execution with clear ownership
- Sprints and backlog planning
- Timelines, dependencies, and capacity planning
CRM
ProductManage contacts, companies, deals, and pipelines — with work connected to delivery.
- Contacts, companies, and deal tracking
- Pipelines with stages and ownership
- Activities and playbooks for consistency
ITSM
ProductCoordinate incidents, changes, and operational work with clear ownership and scheduling.
- Incident triage and resolution tracking
- Changes calendar and scheduling
- Automations for reminders and escalations
Risk Center
ProductDetect delivery risk early with trends, recommendations, and automation triggers.
- Risk snapshots and trend tracking
- Early warning signals for delivery work
- Recommendations and prioritization help
AI assistant
ProductAsk questions, summarize context, and speed up repetitive work with Scrumbi.
- Ask questions across tasks and context
- Summaries and faster decision-making
- Suggested actions with guardrails
Related templates
Templates you can copy and adapt for this workflow.
Use cases
See how teams apply this feature in a full workflow.
IT operations
Use caseCoordinate incidents and changes with clear ownership, schedules, and automations.
- Incident triage and resolution tracking
- Changes calendar and scheduling
- Automation triggers and alerts
Sales pipelines
Use caseManage deals and activities, then hand off work to delivery without losing context.
- Contacts, companies, and deals in one place
- Pipeline stages and activity tracking
- Email + follow-up workflows
