Keep risk improvements and findings moving with automatic status updates and email reminders. Set your rules once and reduce the follow-up your team does by hand.
Across multiple sites, routine status updates and reminders add up. Automate the repetitive work so you can focus on the improvements that need your attention.
Plans move forward, but keeping every status up to date adds another task to your day.
Checking which improvements are overdue takes time you could spend helping sites move them forward.
The email to the site manager about the sprinkler quote is the same email as last month, written again.
Build rules around the way your team works, from keeping statuses current to sending regular reminders.
Run an automation when an item changes or on a regular schedule.
Focus on the work that needs attention, such as overdue improvements.
Update a status or email the people you select.
Use built-in suggestions for common follow-up tasks, then adapt them to your process.
Check when an automation ran and how many items it affected.
Review your rules before enabling them.
Routine status updates and email reminders for risk improvements, compliance questions and findings.
Yes. Choose the conditions, actions and timing that fit your team. You decide which items a rule applies to and who receives its emails.
Yes. Review the activity recorded for each automation, including when it ran and how many items it affected.
Talk to us about the follow-up your team still does by hand every week.