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Quick scan
Set up an automation rule to automatically trigger AI triage whenever a new request is captured.
Automation Rules
Request review
Triage
Agent Runs
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Overview
Automation is useful when it starts the same review process every time. In Flopinio 1.0, recommended accounting automations create ordinary automation rules using existing safe triggers and skills.
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Recommended recipes
Accounting workspaces can see recommendations such as new request triage, new request review, new task review, and new note review. Operators can accept, ignore, or open the accepted rule.
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What acceptance does
Accepting a recommendation creates an enabled AutomationRule tied to the compatible active skill. It remains visible in the normal automation, agent run, approval, and audit surfaces.
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What automation does not do
It does not invent hidden scheduled reminders, invoice chasing, or auto-apply triage outside the shipped runtime boundaries.
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Next steps
Open Agent Activity.
Review automation rules in your workspace.
Common Questions
Can I edit an accepted recommendation?
Yes. It is an ordinary automation rule after acceptance.
What if the skill is inactive?
The recommendation can be visible but unavailable until the required active skill and prompt version exist.
Open the related workspace surface
Use the linked product area after reviewing the page guidance and permission notes.