Rules • Triggers • Approvals • Webhooks

Automate work across teams and tools

Build reliable flows with schedules, branches, approvals, and tool calls — fully observable and governed.

Automation control panel

Runs • Latency • Success rate

Runs/day: 210k

Success: 99.2%

p95: 180ms

Approvals: 1.4k

Retries & idempotency

Built-in

Triggers

Start flows from events, changes, or inbound webhooks.

  • Record created/updated
  • Status or field change
  • Webhook & API call
  • Schedule/time window

Flows & branches

Model business logic with branches, loops, and fallbacks.

  • If/else & switch
  • Parallel steps
  • Retries & backoff
  • Dead-letter queues

Actions & tools

Write to Planerix modules and external systems.

  • OKR/Project/CRM actions
  • Email/Slack/Teams
  • HTTP + OAuth2
  • CSV/XLSX export

Human-in-the-loop

Insert approvals and task handoffs where needed.

  • One/two step approvals
  • Owner routing & SLAs
  • Escalation chains
  • Audit trails

Guardrails

Least-privilege credentials and scoped contexts.

  • RBAC-scoped actions
  • Secrets vault
  • Rate limits
  • Change review gates

Run logs & observability

See every run, step status, latency, and outputs.

  • Run timeline
  • Inputs/outputs diff
  • Alerts & webhooks
  • SLO dashboards

Example: Risk alert flow (YAML)

Event → Branch → Notify → Task

trigger:
  type: event
  source: crm.deal.updated
  when:
    - field: stage
      op: in
      value: ["Negotiation","Proposal"]
    - field: last_activity_days
      op: ">"
      value: 7
steps:
  - id: score
    action: ai.classify
    input: "{{deal.notes}}"
    params: { labels: ["low","medium","high"] }
  - id: branch
    action: branch
    on:
      - when: "{{steps.score.output == 'high'}}"
        then:
          - action: notify.slack
            channel: "#revenue-alerts"
            message: "⚠️ High-risk deal {{deal.name}} — owner {{deal.owner}}"
          - action: tasks.create
            assignee: "{{deal.owner}}"
            title: "Recovery plan for {{deal.name}}"
            due_in: "3d"
      - default:
          - action: log.info
            message: "Risk acceptable for {{deal.id}}"

Inbound webhooks & schedules

Trigger flows from your systems using signed webhooks, or run on cron-like schedules in your timezone.

  • HMAC signatures & timestamp tolerance
  • Per-flow secrets and IP allowlists
  • Cron & calendar schedules with holidays
  • Time windows and blackout periods
Schedules
Time windows

Starter recipes

Deploy in minutes — customize as you scale

Weekly OKR check-ins

On-time updates +3.2×
  • Every Fri 16:00 CET
  • Ping owners
  • Collect updates
  • Post summary to #leadership

Deal risk alerts

Stalled deals -28%
  • Detect idle >7d
  • Score risk
  • Notify AE & manager
  • Create recovery plan

Finance snapshot

Close time -22%
  • Gather P&L signals
  • Reconcile variances
  • Export XLSX
  • Email CFO

Governed automation for enterprises

RBAC, secrets vault, audit logs, and SLOs included.

Discuss rollout

Request a live demo

Request connection/onboarding

Frequently asked questions

Automation, reliability, and governance

Talk to our team

We’ll help design your first automations

Contact details

  • Email: hello@planerix.com
  • Phone: +48 12 345 67 89
  • Office: ul. Przykładowa 123, Kraków, Poland