ENGINEERED_PERFORMANCE_SYSTEM_V4
PLATEFORME / WORKFLOW AUTOMATION
Automations
Smart Rules. Less Busy Work.
Build simple rules that handle the repetitive tasks, allowing you to focus on the work that matters.
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REVENUE_ENGINEACCELERATED
WORKFLOWSTRIGGER-BASED
AVG DEPLOYMENT24-48 HRS
REVENUE ENGINEACCELERATED
01 / L'ÉCART DE REVENUS
TROIS ÉTAPES
01
Define Your Trigger
Pick an event, like a lead coming in or a job being completed.
02
Set Your Action
Choose what happens next, like assigning a rep or sending an email.
03
Run and Scale
The system handles the work 24/7, keeping your operation moving.
02 / APERÇU
Automations
Stop doing the same things twice. Kaching's automation engine handles lead routing, task creation, and status updates automatically based on your rules.
Simple if-this-then-that rule builder
Automatic lead assignment and routing
Task creation based on stage changes
Internal alerts for team collaboration
Bulk actions for pipeline management
Open API for custom workflow logic
Operational Logic / Engine Core
Active Rules: 24 Executing
New Rule Engine
01 / TRIGGER_EVENTNew Lead Captured via Webhook
02 / ACTION_ALPHAAssign to Tech A (Rotation)
02 / ACTION_BETADispatch Auto-SMS Reply
03 / FINALIZE_PROTOCOLLog Execution to Activity Stream
Execution History
> RULE_ID_882: SUCCESS [0.42ms]
> RULE_ID_883: SUCCESS [0.38ms]
03 / OPERATIONAL LOGIC
THE ENGINE CORE
1
Trigger Logic
Event-based starting points for every automation.
2
Action Builder
Visual tools to define what the system should do.
3
Conditional Branching
If/Else logic to handle complex trade workflows.
4
Internal Alerts
System-wide notifications to keep the team synced.
5
Rule Library
Pre-built templates for common contracting workflows.
6
Execution History
Technical logs of every automated rule that fired.
1
2
3
4
5
6
Operational Logic / Engine Core
Active Rules: 24 Executing
New Rule Engine
01 / TRIGGER_EVENTNew Lead Captured via Webhook
02 / ACTION_ALPHAAssign to Tech A (Rotation)
02 / ACTION_BETADispatch Auto-SMS Reply
03 / FINALIZE_PROTOCOLLog Execution to Activity Stream
Execution History
> RULE_ID_882: SUCCESS [0.42ms]
> RULE_ID_883: SUCCESS [0.38ms]
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