Automatic updates allow you to update key information based on a record's grading results or completed actions. You configure them in the Actions section of the Grader Setup.
Choosing When Automatic Updates Trigger
You decide when an automatic update occurs. Updates can trigger at two different points, each with key differences:
1. At Run Completion (Before Action Recommendation)
- Updates custom fields immediately after grading, before run results are finalized.
- Can be used in Action Rules to determine the next best action.
Example:
If you have a custom "Priority" field with values Low, Medium, or High, and you want an “A”-graded record to become top priority:
- Trigger the update after grading.
- Check if the grade is “A”.
- Update "Priority" to High.
2. After Completing an Action
- Updates standard fields (e.g., "Stage") or custom fields when an action is marked complete.
- Cannot be used in Action Rules since PipeAI recommends actions immediately after grading, before the action is completed.
Example:
If your action is "Send Proposal", you can set an automatic update to change the "Stage" from "Discovery" to "Proposal Sent" once the action is marked complete.
Key Takeaways
- Use Run Completion updates when updates should influence the next recommended action.
- Use Action Completion updates to reflect workflow progress after an action is completed.
