Support Triage
Analyze ticket sentiment. Route "Urgent" to Priority queue and notify the team.
This is the whole automation. Run it as it is, or change any word, including the tools it names.
- Downloads folder empty on most days
- Every file named the same way
- Unclaimed downloads deleted after a month
- Nothing filed into two places
How it runs
1. Reads
ticket2. Delivers to
Slack3. You decide
Approve each time, or let the steps you trust run. Your choice.
Why busy professionals set this up
The downloads folder grows to four hundred files called final and final_v2, and the one receipt somebody needs sits under three months of unrelated documents. Whoever needs it is usually the person preparing an expense claim or handing a project over, and they end up re-downloading it from a portal that no longer lists it, or asking a colleague to send it again. The folder is never searched, because searching it takes longer than asking a person.
See the whole job: Download sortingUse it as is. Or make it yours.
Edit it the way you would edit a note to a colleague. It follows the new version from the next run.
Change when it runs
Move it to another day or time, or start it when something arrives, like a new email.
Add your own rules
Limits, exceptions and what good looks like go in the same file, in plain words.
Decide what waits for you
Mark the steps that need your OK, and let the rest run.
You stay in charge.
At every step.
It sorts and reminds. You decide what to do.
- It never replies for you
Digests and reminders come to you. Anything that would send a message waits for your OK.
- Undo what you don't want
Every step is recorded, and a file it changed can be put back.
- Only what you connect
Each automation reaches only the inbox, calendar and notes you give it.
Support Triage
Approve before it posts in Slack?
Before you download.
- Where does it run?
- On your Mac or Windows computer, in the background. It keeps working after you close its window, and only reaches the folders and apps you connect for each automation.
- How does it connect to our CRM and other tools?
- Through each app's own connection where it offers one, signed in once by you, or by using the app in a browser the way you would. Each automation gets only the connections you give it, and the tools a page names are examples you can swap for your own.
- Does it run when my computer is asleep?
- It keeps your computer awake while a job runs and just before a scheduled one. While the computer is closed or off, nothing runs; when it wakes, it checks the inbox, calendar and other sources it watches for anything that arrived meanwhile.
- How does my team use it?
- Each person who runs automations installs the app. Keep a project in a shared folder, such as Google Drive or a network drive, and teammates can open it and follow every run, while one person owns it and runs it.
- Do I need anyone technical to set it up?
- No. Download the app, add an automation in plain words, and connect only what that job needs. Nothing runs until you switch it on.
Already have tools for this? Here is the difference.
Built-in rules in your email and calendar
Filing messages by sender or subject.
They can't read what a message asks for, or follow up on it.
Flowchart automation tools
Connecting apps if you build and maintain the flow.
Every exception becomes another branch.
AI chat assistants
Summarizing when you ask.
Nothing happens until you remember to ask.
AUTOMATE.md
Your routine, written in plain words. It runs on its own, follows your rules, handles the exceptions a flowchart can't, and asks you when it matters. The file stays yours, whichever AI model runs it.
Start with one job.
Make it your own.
macOS — coming soon- 1
Get the app
It runs on your computer, next to your files.
- 2
Add the automation
Paste the instructions into the app, or save them as a file next to your work.
- 3
Try it, then turn it on
Run it once and check the result. It only runs on its own once you switch it on.