FeaturesWorkflows

Describe a workflow. Rivilo builds it.

Tell Rivilo what should happen, in plain words. It draws the workflow across your boards, shows what each automation would have done over the last days, and switches nothing on until you do.

Leads keep ending up in Support. Can Rivilo pass them on to Sales?

This is how I would build it. It runs across two boards and nothing is switched on until you set it up.

Proposed Workflow

Leads from Support to Sales

Build mode

Source

Support inboxsupport@futureready.design

BoardSupport · New

2 people

Rivilo does

Lead detectionReads the card and the mail, and judges intent

Is this a lead? yes no

BoardSales · Inbound

Rivilo does

Tag the support card

Riviloyou · 4 steps · 2 boardsSet up

Every automation, reviewed before it runs.

Each automation is one rule: when something happens on a board, then this. Rivilo writes it out, shows the message it would send with its fields filled in, and tries it on the cards from the last seven days.

You activate it, or skip it. Or try it on the latest card first.

Automation

when

then

When a card lands in New, post a briefing in #support: {summary} {urgency} {recommendation} {draft reply}

Trial run: 6 cards in the past 7 days

Emails are prepared for your approval — never sent by themselves.

ActivateTrial run on the latest cardSkip

Let a rule post, move, draft and invoice for you.

A rule starts when a card lands in a column, appears, is completed or gets a tag. Then Rivilo posts in Slack or Teams, moves or tags the card, drafts a mail for you to approve, does the work on the card, prepares an invoice or makes a card on another board.

When

a card lands in a columna card appearsa card is completeda tag is added

Then

A briefing in a Slack channel

A post in a Teams channel

Move, prioritise or tag the card

Draft a mail for your approval

Rivilo does the work on the card

Prepare an invoice draft

A card on another board

Automations you can always cap and undo.

Each automation has a daily cap you set and pauses itself when it reaches it. Every run can be undone within 24 hours, and one automation never sets off another.

Links Rivilo does not have yet are drawn dashed in Build mode, never faked.

Automations on this columnNew

a card lands here → briefing in #support

onmax 20 runs per dayLast run 09:52

▸ recent runs✎ adjust in chatRemove

tag “urgent” added → message in #on-call

restingmax 5 runs per day

The details

Set up a rule by describing itDescribe the rule to the board chat; there is no form to fill in.

Try a rule on real cards firstSee what a rule would have done on real cards before it runs.

Cap how often a rule runsFrom 1 to 200 runs a day; it pauses itself after that.

Undo any run for 24 hoursEvery run can be reversed for a day.

No runaway chains of automationsAn automation never triggers another automation.

Run one workflow across several boardsBuild mode sets up a workflow board by board, where each part belongs.

Discover more of Rivilo

InboxMail that sorts itself into work. BoardsRequests become cards that move themselves on. Docs, slides and sheetsWritten with you, in your own themes. BrandYour look and your voice on everything you send. WorkflowsDescribe it in a sentence, Rivilo builds it. Rivilo chatAsk anything about your operation. PagesYour team’s knowledge, in one place. NotificationsBriefings in Slack, Teams and WhatsApp (beta). HoursYour week per project, against your contract.

See all features

And the best thing? You’ll have it set up in minutes.

Request access and connect your inbox. No charge until your first board runs.

Try Rivilo