Configuring Automation in Rocketlane for Field Updates and Condition-Based Triggers

To effectively use Rocketlane automations, understanding how to configure triggers and conditions is essential. Below, we explain some common automation setups and scenarios to help you streamline your workflows.

Key Concepts in Automation

Rocketlane automations operate on two essential components:

1. Triggers: Define the event that initiates the automation. For example, 'Risk Details is updated'.

2. Conditions: Specify criteria that must be met for the automation to proceed after the trigger is activated. For example, 'Risk Status is RED'.

Triggers and conditions work together to ensure automations activate optimally, reducing manual intervention.

Practical Setup Scenarios

Scenario 1: Sending an Email When Risk Details are Updated for RED Risk Status Projects

When managing project risks, it's crucial to stay informed about high-risk (RED status) updates. Here’s how to configure this automation:

1. Set the Trigger: Choose 'Risk Details is updated' as the trigger event.

2. Add a Condition: Specify the condition 'Risk Status is RED.'

3. Define the Action: Configure the automation to send an email or notification when the condition is met.

This setup ensures teams are alerted promptly when risk details are updated, aiding proactive risk management.

Scenario 2: Email Notification for Projects Nearing Go-Live Date

Ensuring readiness as a project's go-live date approaches involves keeping the team updated. Here’s how to set up an automation to send emails for projects with a go-live date within 30 days:

1. Field Creation: Use a custom field like 'projected go live date' to capture the dates.

2. Set Up a Scheduled Trigger: Configure the automation to run daily, checking all projects.

3. Define the Condition: Create a condition that checks if the go-live date is exactly 30 days from the current date.

4. Define the Action: In the automation settings, set the action to send an email. Customize the recipient list and content as needed.

This automation helps teams stay informed about critical project milestones and ensures timely preparations.