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Rules that run by themselves.

A rule in one sentence: when this happens, do that. The database runs it, only on the row that triggers it, and whoever manages the space writes it.

Mail has its rules too.

Mail with a sure rule goes straight to its space, and Pan steps in only on the rest. A rule can hold for the whole team: for you at once, for the others with their yes in Now.

In detail

  • A rule in three questions.

    New rule: when, what, where. It reads like a sentence: “When the status becomes Done, the end date becomes today”.

  • More ways to start.

    A row that changes, a mail from an address, an uploaded file, a finished call. Every rule says only what it does.

  • Notify an outside service.

    Slack, Teams or a program of ours: only the message with the row’s name goes out, and never from a reserved row.

  • The latest runs.

    You see them under the rule: what triggered, on which row, when.

How to use it

Five moves, from the sentence to the rule turned on.

  1. Open the rules.

    Of a table: This table’s rules.

  2. Write a rule.

    New rule asks three questions: when, what, where.

  3. Choose when it starts.

    On a row that changes, or when a mail arrives, a file is uploaded, a call ends.

  4. Turn it on.

    Turn on, Turn off or Remove, whenever you like.

  5. See what happened.

    The latest runs sit under the rule.

Examples

Made-up people and data.

  1. Marta, Mirto Labs

    The end date.

    When a row’s status becomes “Done”, the end date becomes today. Marta wrote it once, in three questions.

  2. Anna, Mirto Labs

    A mail becomes a row.

    A mail from a customer creates a row in the requests table, linked to the mail.

  3. Davide, Sales

    A notice.

    When a deal moves to “Proposal”, a message with the row’s name reaches a Slack channel.

Frequently asked questions

Who can write a rule?

Whoever manages the space.

What can a rule do?

Change the row that triggered it, or create a row in the same table. It touches nothing else.

Does a rule read my mail?

“When a mail arrives from…” creates a row linked to the mail, only from the incoming mail of whoever wrote the rule and with their permissions.

Can I stop it?

Yes, whenever you like: Turn off. A rule that is off does not trigger, and stays there.

Let’s see it together.

We show it to you live.

Book a demo

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