Automations & Approvals
Build rules that trigger actions automatically. Route approvals for sensitive operations.
By the Noematic team ·
Click the copy icon to copy a prompt, then paste it into your Noematic chat.
Automations
Set up rules that trigger actions automatically when things happen in your business.
How Automations Work
An automation has three parts:
- Trigger — What event starts it (e.g., "client created," "invoice sent," "task completed")
- Conditions — Optional filters (e.g., "only for enterprise tier clients")
- Actions — What happens automatically (e.g., "create a task," "send a notification," "fire a webhook")
Using Chat
Using the Dashboard
8
Total
6
Active
2
Inactive
Each rule shows its trigger event, action count, and active/inactive status. Click on any rule to see its detail page with conditions and actions.
Note: Automation rules are created through chat, since the AI handles the event/condition/action configuration. The dashboard lets you view and monitor rules.
The dashboard also shows expandable sections for Supported Events (like client_created, invoice_sent, task_completed) and Supported Actions (like create_task, send_notification, fire_webhook).
Approvals
Require human approval for sensitive actions.
Using Chat
Using the Dashboard
15
All
3
Pending
12
Approved
Click any stat card to filter the list.
Approving or rejecting:
Switch to Edit mode
Click on a pending approval
Add an optional resolution note
Click Approve or Reject
Approval statuses: