BizCortex documentation

Creating and running triggers

Create a trigger in one sentence or step by step, test it with a dry run and run it now.

A trigger says when something happens, under which conditions, and what to do then. It can start on an event, for example a document was detected, on a schedule, or on a signal such as overdue invoices.

Who can use this

  • Owners and administrators
  • Creating by sentence needs the right for the automation builder; creating step by step needs the right for automation rules

Steps

  1. 1. Describe it in one sentence

    Choose New trigger, then In one sentence. Write for example: When a termination notice arrives, tell the managing directors. Choose Suggest trigger and check the preview.

  2. 2. Test it

    Choose Dry run. You see what the trigger would have done with recent events. Then choose Enable.

  3. 3. Or build it step by step

    Choose Step by step. Pick Event, Schedule or Signal, add conditions under Only if and actions under Then, for example Create deadline or Notify role. Then create the trigger.

  4. 4. Run your trigger now

    On Active triggers choose Run now next to your trigger. Pick what it reacts to: the most recent matching event, a recent document, a recent event or an example. Start with Dry run, then Run for real.

  5. 5. Look at the history

    The History tab lists every run of system triggers and your own triggers. Test runs are marked as Dry run. Click a line to see the details.

Tips

  • Use values of the event in your texts, for example the deadline date of a document.

Good to know

  • Anything that leaves the company, such as an email, is created as a draft and waits for approval under AI actions.

Related

  • Switching system triggers

    Turn the platform's own triggers on or off, adjust their thresholds and recipients, and run them now.

  • Accepting suggestions

    The AI suggests triggers that fit your documents, obligations and contracts. You decide which ones to use.