Intelligent Automation

Streamline your workflows with Proma’s comprehensive automation system. From simple tasks to complex sequences, automate your processes with precision and intelligence.

Automation Types

Type	Features	Best For
Regular Automations	• Third-party event triggers • Schedule-based actions • Board event responses • Multi-step workflows	Complex processes that need immediate responses
Automation Sequences	• Time-based follow-ups • Interval triggers • Scheduled actions • Multi-stage processes	Customer journeys and scheduled workflows
In-place Automations	• Button-triggered actions • Immediate responses • Context-specific workflows • Quick updates	Direct user interactions and instant processes

Smart Triggers

Trigger Type	Capabilities	Applications
Time-Based	• Scheduled execution • Recurring tasks • Delay management	• Follow-up sequences • Regular reports • Maintenance tasks
Event-Based	• Data changes • User actions • System events	• Status updates • Notifications • Process progression
External	• API integrations • Third-party events • Webhook support	• System synchronization • External data processing • Integration workflows

Automation Features

Feature	Function	Value
Visual Builder	Drag-and-drop interface for creating automations	Easy automation design without coding
Cross-Board Actions	Coordinate actions across multiple boards	Unified process management
Smart Conditions	AI-enhanced decision making in workflows	Intelligent process routing
Error Handling	Automated recovery and notification systems	Reliable process execution

Transform your manual processes into intelligent, automated workflows.