Command Center
Your workflow automation engine - triggers, actions, and intelligent orchestration.
Pit Stop Quick Brief
Command Center automates your operations. Triggers detect events (new account, birthday, market threshold). Actions respond automatically (send email, create task, update CRM). It's your race strategy executed with precision.
Command Center Architecture Click elements for details
Event-driven automation connecting data changes to business actions
Workflow Anatomy
Trigger
An event occurs: new account opened, client birthday, market drops 5%
Conditions
Filter and route: if AUM > $1M, if segment = "VIP", if advisor = "John"
Actions
Execute: send email, create task, update CRM, trigger Booster workflow
Common Workflows
Birthday Outreach
Auto-send personalized greetings 7 days before client birthdays
Market Alerts
Notify advisors when client portfolios drop below threshold
New Account Onboarding
Trigger welcome sequence and task assignments automatically
Compliance Reviews
Schedule periodic reviews and create audit trail automatically