Admin

Templates, notifications, users, and audit

Workflow automations

13 of 13 enabled — disabled triggers log as skipped

Statement review required
Creates a high-priority review task when extraction flags need attention.
statement.needs_review
Statement ready for pricing
Creates a task to build pricing from approved statement analysis.
statement.ready
Proposal viewed follow-up
Alerts rep and creates follow-up task when merchant opens proposal.
proposal.viewed
Proposal accepted
Notifies rep when merchant accepts a proposal.
proposal.accepted
Pricing approval requested
Creates manager approval task when rep requests sign-off.
pricing.approval_requested
Pricing below margin
Creates approval task when margin falls below threshold.
pricing.approval_needed
Inbound message matched
Creates follow-up task when inbound SMS/email matches a deal.
inbound.matched
Handoff completed
Notifies rep when AuxHUB handoff completes.
handoff.completed
Handoff failed
Alerts rep when application handoff fails.
handoff.failed
New lead captured
Creates a first-contact task for the assigned rep.
lead.created
Proposal sent follow-up
Creates a follow-up task after a proposal is sent.
proposal.sent
Deal stage changed
Notifies the deal owner on key pipeline stage transitions.
opportunity.stage_changed
Critical risk alert
High-priority task and notifications for AuxPROTECT critical alerts.
risk_alert.critical

Round-robin within team with per-rep capacity caps

Auto-assign new leads and CSV imports

Disabled

Fallback strategy

Fallback round-robin pool

First matching rule wins; then fallback above

No routing rules — all leads use fallback assignment.

SKU	Name	Category	Status

Event

No AI actions logged yet. Run a daily brief or draft proposal to populate.

Webhooks: 0 pending · 0 retry · 0 dead

No CRUD audit entries yet. Create a lead or move a deal to populate.

Dev: pass X-User-Role header (e.g. administrator, finance_approver)