Automations
The wiring between sales, delivery, HR and payroll. Fourteen rules are live; they ran 1,284 times this month.
What one sale sets in motion
LiveLast run 4 minutes ago · SL-2418
Trigger
Team leader saves a sale
Client, executive name, contract value and deposit.
Attribute
Executive total
Team total
Office total
Company total
Payroll
Commission at the executive's tier, plus the 2% leader override, accrued to the open cycle and held until the deposit clears.
Delivery
Project opened, scope copied from the proposal, queued for the team leader to pick a project manager.
Finance
Payment schedule created, invoice raised, reminders armed for every milestone.
Comms
Posted to the office channel; a project channel is created and the manager is added.
Each step writes an audit entry naming who or what made the change. Nothing in this chain can be edited without leaving a trace.
Every rule
Fourteen live, with their run history
Rules
| Rule | Area | Runs (30d) | Last run | State |
|---|---|---|---|---|
Attribute sale to executive, team and office When a sale is saved | Sales | 96 | 4 min ago | On |
Accrue commission and leader override When a sale is attributed | Finance | 96 | 4 min ago | On |
Open a project and queue it for a manager When a sale reaches Signed | Delivery | 91 | 4 min ago | On |
Chase an unassigned project after 4 hours Notifies the team leader, then the office head | Delivery | 12 | 2 hours ago | On |
Flag a deposit not received in 48 hours Holds the commission and alerts the leader | Finance | 18 | 1 hour ago | On |
Recalculate commission tier at quarter close Moves executives up or down a tier | Finance | 0 | 30 Jun | On |
Create the employee record on hire Onboarding checklist, roster, payroll | People | 4 | 2 days ago | On |
Send interview reminders 24 hours and 1 hour before, both sides | People | 112 | 36 min ago | On |
Escalate a third unreported absence Notifies the team leader and HR | People | 7 | yesterday | On |
Post milestone updates to the project channel Bridged to Rocket.Chat and Zulip | Delivery | 418 | 11 min ago | On |
Mirror legacy OpenProject work packages Read-only during migration | Delivery | 36 | 6 hours ago | Migrating |
Nightly targets vs attainment digest To the nine team leaders at 08:00 | Sales | 30 | today 08:00 | Paused |
Recent runs
99.7% successAttribute sale → SL-2418
4 steps · 240 ms · 4 min ago
Accrue commission → Rs 147,200 + Rs 36,800
2 records written · 4 min ago
Open project → PR-1180
Scope copied, queued for manager · 4 min ago
Post to channel → #lahore-vertex
Bridged to Rocket.Chat · 11 min ago
Deposit watchdog → SL-2415
Commission held, leader notified · 1 hour ago
Interview reminder → Sadia Imran
Candidate and panel notified · 36 min ago
Offer letter → Sadia Imran
Generated, sent for approval · 2 hours ago
4 failed runs in 30 days, all retried successfully.
Connected systems
What Arckon ERP talks to, and what it has replaced
All healthy
Connected systems
All healthyRocket.Chat
14 channels bridged · single sign-on
Zulip
Production streams · topic sync
OpenProject
Legacy work packages · read-only mirror
Google Meet
Interview rooms auto-created
Figma
Design files attached to 31 projects
Retired since launch
Spreadsheet sales register
Nine files, one per team · retired 14 Jul
Manual attendance registers
Paper sign-in at three offices · retired 1 Aug
Commission workbook
Rebuilt each month by hand · retired 1 Aug
OpenProject task intake
42 live projects moved · 118 archived, read-only
Rocket.Chat and Zulip stay in place and are bridged, so nobody has to abandon the channels they already use.