Can we pause an automation?

Yes. A paused automation doesn't run, and editing an automation stops any run that started under the earlier version.

Who sees the results?

The people you choose to notify, as long as they're allowed to see the records involved.

Assistant

Automations that prepare the next step for you

Pick what to watch, then describe in your own words when to act and what to prepare. When the condition is met, Kineo drafts the proposal, change order, or invoice and emails the people you chose a summary of what it found.

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Setting up an automation in Kineo: when a client email asks for work outside the agreed scope, prepare a draft change order

1Describe the condition in your own words, such as a client asking for work outside the agreed scope.
2Describe what to prepare. Kineo checks the instruction before you save it.
3Choose who on your team gets the results email.

Three ways an automation starts

An email arrives

Watch a project's, client's, or contact's inbox. The automation runs when a message is imported, and it can use what the email says.

Something happens in Kineo

Watch for events such as a proposal being accepted, a reviewer rejecting a document, an invoice being paid, or a task being completed. There are more than 40 to choose from.

A condition becomes true

Kineo checks the records you're watching every hour, such as fee lines, phases, or invoices, and acts when your condition is met. You can also run a check by hand.

What an automation can prepare

Draft proposals, new or copied from an earlier one
Draft billing contracts and change orders
Draft invoices and credit notes, using approved time and expenses
Checklist templates
A written summary, explanation, or reminder in the results email

Everything an automation prepares is a draft for your team to review, and each automation acts with the permissions of the person who set it up.

What happens on each run

1
Kineo checks the condition
It reads the facts about each watched record, and about the email or event that started the run, and decides whether your condition is met.
Evaluating
2
It plans the drafts
If the condition is met, it works out which drafts to prepare and which records they draw from.
Planning
3
It prepares them
If one draft fails, the drafts that succeeded are kept, and you can retry the rest.
Executing
4
Your team hears about it
The people you chose get an email with a summary and links to each draft. Every run is listed on the automation with its result.
Completed

A few automations you could set up

Each one is written in plain language. These are examples, and you can describe your own.

Scope changes by email

Watch project inboxes. When a client asks for work outside the agreed scope, prepare a draft change order and summarize the request for the project manager.

Fee lines running out

Watch fee lines. When one has used its budget while work is still underway, prepare a draft proposal for the extra work.

Phases near budget

Watch billable phases. When one passes 90 percent of its budget, email the project manager a summary of the time and expenses behind it.

Common questions

Your team. Automations prepare drafts and email the results to the people you chose, who decide what to send.

Try Kineo on a project you're working on now

Set up a project with its contract and phases, invite your team, and give the assistant some of the routine work. Your first 14 days are free, with every feature included.