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Peak Atlas

Peak One · Use case

The same work every month. Peak sets it up, you stay in control.

Monthly reports, retainer work, maintenance: a lot repeats. Peak One turns it into recurring tasks and tested automations.

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Status: Available in Peak One

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Step 1 of 4 · Trigger

Sample data · nothing is saved

A task in the “relaunch” project moves to “review”.

Interactive demo with invented sample data. No account, nothing is saved or sent.

Trigger, action, outcome

  1. Recurring tasks

    A task can repeat. Once it is done, the next one appears. It shows up in the list, on the board and in My Day.

  2. Automations with a test

    In Peak Automations you describe trigger, condition and action. Before an automation runs, it is tested.

  3. Approval for risky steps

    Risky steps wait for a confirmation or approval in the Inbox. Nothing happens without you.

  4. Traceable

    Every run of an automation is recorded. You see what was triggered and when.

An example

The monthly report sets itself up

Example: Agentur Nordlicht has Nordwind Travel Goods on a retainer. In the demo you step through trigger, condition, action and approval: on the first of each month a „Monthly report“ task appears for the right person.

Example, invented

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Frequently asked questions

Can an automation email clients?

Risky steps always wait for confirmation or approval. Peak never sends clients anything unasked.

What happens when I change an automation?

Every change is a new version. It is tested again before it becomes active.

Are there ready-made automations?

Peak Automations offers templates that you adjust and test before switching them on.

Peak One · ProductAgents & automationsDraft · not indexedFor operations managersOperations managersPeak One · ProductMy Day

Routine on autopilot, decisions with you.

Set up your first recurring task, then test an automation.

Set up an automation