Automations

On the Automations page, you tell Meni what to watch for and what to do about it. Meni does the research and drafts the work, and every draft waits for your approval. Nothing reaches a customer or changes a record until you say so. There are two kinds of automation:

• Playbooks react to something that happens — a new lead, a finished ride-along, a watch rule firing — and draft the follow-up work for you.
• Watch rules check your data on a schedule and tell you when something crosses a line you care about.

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Who can use Automations

Open Automations from the Main section of the sidebar. It’s there for Admins, Ops Managers, Crew Leaders, and Crew Members. Playbooks and watch rules are personal. Each one runs with your permissions, so Meni only looks at data you’re allowed to see, and only drafts changes you could make yourself.

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Playbooks

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Create a playbook

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Playbook settings

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What happens when a playbook runs

When the trigger happens, Meni looks into it using read-only access, then drafts only the kinds of work you allowed — or nothing, if it doesn’t find enough to go on. It stops once it reaches the daily draft cap. Every draft lands in Waiting for you.

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Watch rules

A watch rule is a standing “keep an eye on this and tell me when…” check. Create one by asking Meni in the chat panel, for example “Tell me when we have more than 10 overdue invoices” or “Watch for new leads that mention a roof leak.” Meni shows a Create a watch rule card:

• Name — you can edit it before creating the rule.
• Watches — the data it checks, such as leads, estimates, invoices, jobs, or the schedule.
• Fires when — either a number crossing a line (for example, the count of overdue invoices is above 10), or a description in plain words that Meni matches against the records, with the number of matches needed.
• Cadence — how often it checks and how long it stays quiet after firing.
• Notifications — Sends you a notification when it fires, or Adds a quiet signal to your home page, no notification.

Click Create watch rule to turn it on.

• A rule checks as often as every 15 minutes or as rarely as once a week, and stays quiet for at least 15 minutes after it fires.
• You can have up to 20 watch rules.
• When a rule fires, it shows up in Needs your attention on your Dashboard and in the Waiting for you queue here.

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Turn a signal into a watch rule or a playbook

• On the Dashboard, a signal Meni discovered on its own has a Keep watching this button. It opens a watch rule for you to review in the chat panel.
• In the queue, a fired watch rule has an Automate this button. It opens Set up your playbook with the trigger set to When a watch rule fires and that rule already picked, so Meni drafts a response every time the rule fires.

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Waiting for you

Waiting for you is one queue for everything that needs you: drafts from your playbooks and watch rules that fired. The number next to the title shows how many items are waiting. When the queue is empty you’ll see All clear, how many drafts were sent today, and what Meni checked recently — click View checks to see your watch rules. Switch between two layouts with the List / Cards toggle:

• List shows every item at once.
• Cards shows one item at a time with the next few under Up next. Swipe or drag a card right to approve it, or left to skip it for now.

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Handle a draft

Each draft shows what Meni wants to do, which playbook drafted it, and when.

• Edit before you approve — for a follow-up email, you can change the Subject and the email body right in the card.
• Approve — the button names the action, such as Approve & send for an email, Apply change for a status change, Schedule it for a lead activity, or Create lead.
• Dismiss — throw the draft away. In the Cards layout, Skip moves on without deciding.

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Handle a fired watch rule

A fired watch rule has nothing to approve — it’s telling you something.

• Got it — clear it from the queue.
• Open lead (or Open estimate, Open job, Open invoice, Open client) — jump to the record it found.
• Automate this — set up a playbook that responds when this rule fires.

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Clear the whole queue

Click Clear all, then click Really clear all? within a few seconds to confirm. Every draft is dismissed and every fired watch rule is cleared. If some can’t be cleared, you’ll see how many were and the rest stay in the queue.

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Manage your automations

Once you have a playbook or watch rule, a slim Automations bar on the right edge of the page (at the top on a phone) shows how many are on. Click it — or View all playbooks under the text box — to open Active Automations. The sheet has two tabs, Playbooks and On watch. A dot shows whether each one is on, and a number shows how many drafts a playbook has waiting. Click any item to open it. A playbook shows whether it’s Running or Paused with a switch to pause or resume it, when it last fired (or New · waiting for first fire), and how many drafts are waiting from it. You can change any of its settings, then click Done. Delete playbook asks you to confirm — Meni stops running it, but drafts it already made stay in your queue. A watch rule shows whether it’s Active or Paused with a switch, when it last ran and last fired, and what it watches. You can rename it or change Notify me when this fires, then click Done. Changes apply to the next check. Delete watch rule asks you to confirm.

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Meni daily insight

When Meni automations are on, Meni emails your workspace’s Admins a daily insight each morning: a headline, a few observations grounded in your data, a suggested action, and often a chart. Meni avoids repeating recent headlines.

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Give Meni context

Admins can steer what the daily insight focuses on.

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Turn the email on or off

The daily insight is listed as Meni daily insight in the Meni group of your workspace’s notification preferences. If email is turned off for it, the daily insight isn’t sent. See Notification preferences.

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What’s next