Automation

Automate repetitive work at scale

Schedule automations, board date rules, and cross-module actions that keep operations moving without manual follow-up.

Workflow Overview
Active12
Pending Approval8
Completed156
Trigger Approval Action
Awaiting approvalPO #4521 — ₱45K
EscalatedLeave request — 2 days

Everything you need in Automation

  • Scheduled runs
  • Board automations
  • Notification actions
  • CRM triggers
  • Inventory chains

Benefits that compound

Less manual chasing

Reminders, escalations, and status updates happen automatically.

Composable rules

Start simple, add branches and conditions as processes mature.

Safe testing

Dry runs validate logic before live execution.

Deploy Automation on Nexobiz

Included on Basic plans and above. Activate from your tenant module marketplace after signup.