When it should work

Rules that trigger the operative automatically.

Instead of technical “triggers”, you write rules in plain language for when the operative should act.

Rules

• When a new lead comes in → contact them within 5 minutes.
• Every Monday at 9:00 AM → review the week's leads and brief me.
• When an appointment is cancelled → offer the customer alternatives.

Automatic

Beyond your explicit rules, the operative can decide when action is needed based on what it knows and the independence level you gave it.