Automation Rules
Reminders, flags, and notifications. Automated messages never count as individualized coaching.
Pending integration: Live email/SMS delivery requires configuring a provider in Integrations. Rules and in-app notifications are functional.
| Rule | Event | Action | Enabled | |
|---|---|---|---|---|
| Certificate expiration alert | CERT EXPIRING | NOTIFY COORDINATOR | On | |
| Coach over capacity alert | COACH OVER CAPACITY | NOTIFY LEADERSHIP | On | |
| Coursework completion → tier review | COURSEWORK COMPLETED | CREATE TASK | On | |
| Flag overdue coaching | CONTACT OVERDUE | FLAG RISK | On | |
| Flag overdue observation | OBSERVATION OVERDUE | NOTIFY COACH | On | |
| Intervention review reminder | INTERVENTION REVIEW DUE | CREATE TASK | On | |
| Remind coach of upcoming contact | CONTACT DUE SOON | NOTIFY COACH | On |