Processes that run even when no one is thinking about them.
Describe what should happen automatically. Peak One builds a process from it, which you review and test before you approve execution. Afterward, you see what each automation did.
After you log in, Automations opens directly. Your first step is one sentence about a recurring task.
AutomationsExample
New customer onboarding
Description
When a new customer starts, create onboarding tasks
Steps
Create tasks · approval by Anna Weber · wait three days
Test
Walked through with Müller GmbH
Last run
Yesterday, no errors
Execution approved
Simplified sample view with made-up data.
Why change anything
The process isn't in anyone's calendar, but in someone's head.
A step is missing for the new customer because the colleague who usually remembers it is on vacation.
An old automation is running somewhere, but nobody knows exactly what it does anymore.
Before anyone automates something, the team asks whether something like that already exists.
Until now
Keep the process in your head or on a checklist
Trigger every step by hand
Hope nobody forgets a step
Guess what happened when something fails
With Automations
Describe the process in one sentence
Review and test before approval
See runs and errors in one place
How it works
To your result in 3 steps.
01
Describe a routine
Write down in one sentence what should happen regularly, for example the first tasks for a new customer.
02
Review and test the process
See which steps it turns into, with tasks, approvals, and waiting periods. Test the process before it actually runs.
03
Approve execution
The process only runs once you approve it. After that, you see what the automation did on every run.
What gets better
Three things Automations does for you.
Nothing runs unchecked
You know what an automation does before it runs for the first time.
Every process is reviewed and tested before you approve execution.
Traceable what happened
When someone asks why something happened, you look it up instead of guessing.
A view shows what the automations did most recently and why they ran.
Errors stand out
An automation that stops working doesn't go unnoticed.
A dedicated view answers whether all automations are running without errors and which need attention.
In everyday life
Here's how others see it.
Agency
Trigger
Every new customer needs the same first steps, and sometimes one is missing.
With Automations
You describe the onboarding as a process with tasks, an approval, and a waiting period.
Result
You see which step is up now and which is overdue.
Team lead
Trigger
Someone wants to automate a process that may already exist.
With Automations
You look at the list of all automations and what they do.
Result
You don't build anything twice and you know what's already running.
Owner
Trigger
Someone on the team asks why a new task suddenly appeared in their list.
With Automations
You open the run history and look for the right run.
Result
You can explain which automation ran and why.
Before you start.
Do I need to know how to code?
No. You describe in plain words what should happen automatically. That becomes a process that you review and test.
Does an automation start running right away once I've described it?
No. You review the process, test it, and only then approve execution.
Can a process consist of multiple steps?
Yes. Processes can consist of multiple steps with tasks, approvals, and waiting periods, and you see which step is up now.
How do I notice when an automation stops working?
A dedicated view shows whether all automations are running without errors and which need attention.
How do I know what I could automate next?
There's a view with suggestions and templates for your next automation. You'll see which templates are available in the app.
Which triggers and actions can I use?
That depends on the process you describe. You'll see which triggers and actions are available when you review the process in the app.
What happens when I click “Describe first workflow”?
You’ll go to the Peak One login. The “Automations” selection and the destination page are passed along in the link. After you log in, you open this app directly. One account works for all Peak One apps.
What does Automations cost?
Features and usage limits depend on your plan. You'll find the overview on the Pricing page. Clicking “Describe first workflow” does not start a paid subscription.
Get the next recurring process out of your head.
Describe a task that keeps repeating in one sentence. Review the process and approve it when it fits.
AutomationsExampleNew customer onboarding