Peak Automations / Operations

Someone new starts on Monday.The workflow for it starts without anyone thinking of it.

In operations, workflows repeat: onboarding, acting on decisions, following up on overdue work. Peak Automations starts a stored workflow as soon as a member is added or a decision is recorded, and flags overdue tasks.

Your goal for the next step

Put the goal into words. Add perspectives and timing right below.

Local draft · no product activation

See operations examples

Two sample flows · no personnel data beyond the membership.

New to the team. Workflow starts.

One member / one decision

01Trigger02Steps03Control

Example / Operations

Event, workflow, notice.

Trigger: Member added, decision recorded, task overdue.
Steps: Start workflow, create tasks, Inbox notice.
Control: Conflict and loop check before switching on.

Example with fictional data · not the product interface

For operations and team leadsNew member → Decision → Overdue

Your first automation

Which workflow should start by itself?

Set the event, the workflow and the notice. The preview shows the rule and stores nothing.

Local working example · nothing is saved or sent. Please don't enter personal data.

Peak Automations / Start noteLOCAL DRAFT

02 / Your start noteLocal preview

Three answers. A reliable workflow.

Draft · not yet put together

Trigger: Still open
Quy trình làm việc: Still open
Notice to: Still open

Your input appears here right away. With “View the start note” you check the three details locally.

Two operations moments

Which workflow always starts the same way for you?

Pick the moment. The example shows which workflow starts and who hears about it.

Onboarding in the team

A person is added to the workspace.

The action: Peak starts the workflow “onboarding” and sends the team lead an Inbox notice.
The intent: Onboarding begins on day one, not in week two.

Working example / New member

Example: member → onboarding

When: Member added (example)
Then: Start workflow “onboarding”
And: Notice to the team lead

Editorial structure sketch · not a customer reference

The example shows the structure. In Peak Automations you describe your operation's workflows.

To the next step

Is this for you?

What works today. What doesn't yet.

An operation that
no longer kicks off workflows by hand.

This is where the example helps.

You have recurring workflows such as onboarding.
Decisions should turn straight into tasks.
Someone should see overdue work.

Local previewPeak Automations

Nothing runs

What Peak Automations doesn't do today.

Triggers on inactivity or thresholds are planned, not available today.
Self-healing of failed runs is planned; today the history shows why a run stopped.
There is no free drawing canvas; you see the flow as a sentence and as boxes with arrows.

From the example to a real automation

Let your first workflow start by itself.

Create the workflow in Peak Automations under “Workflows”, describe the trigger and test. Peak shows conflicts and loops before switching on.

Start with Peak Automations

Peak Automations / Your next step

Workflows that start by themselves.

Start with the workflow that most often starts late.

See operations examples

Local working example

For operations that don't depend on memory.

Conflict and loop check before switching on.

Frequently asked questions

Are these real customer cases?

No. They are examples built from triggers and actions that exist today. We only show customer cases with evidence.

Does an automation start running right away?

No. You test it with an example first and then activate it yourself. Nothing runs before that.

Can I see what an automation did?

Yes. Every run is listed with its steps in the history, including a step that did not work.