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Workflow automation

Automate routine follow-up from the records your team already uses

Start from supported record events, matching conditions, schedules or form submissions. Email selected people or create a task, then check every run in History.

Record eventsconditions & submissions
2 enabled actionsemail or create task
Historyrun & action status

Automation

Follow up when a record changes

Active

When

An asset is edited

If

Status matches a condition

Then

Email selected people

And

Create a task

Latest run completed, 2 actions completed
Lachlan McRitchie

Lachlan McRitchie

GM of Operations

Updated 23 August 2026

Trusted by construction, civil and mining teams

Hacer GroupMetro TunnelMineral ResourcesSupagasSaunders InternationalDraintech
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Product walkthrough

A rule you can inspect from start to finish

The configuration shows the source, event, conditions, schedule and actions. History shows what ran and how each action finished.

Configuration

Define the rule

Source
A supported MapTrack record
Trigger
A record event or Matching Conditions
Conditions
Optional AND or OR group
Schedule
Optional date offset and repeat
Actions
Email selected people or Create task

History

Check the outcome

See one entry for each automation run

Open a run to inspect every action

Check pending, scheduled, completed or failed status

Cancel a pending or scheduled run when needed

Matching Conditions

Run when a supported record matches your rule

Start from an asset, assignment, audit, person or location, then use the fields available for that source. Add AND or OR logic when one condition isn't enough.

See the setup steps →

Example rule structure

When

An asset is edited

If

Its status matches the selected value

Then

Email the selected people

Recipient

Selected Person records

Notification email

Sent when the automation action runs

Notification action

Email the people who need the update

Choose one or more Person records as recipients. For supported sources, you can also include the person connected to the triggering record. Automation notifications are email only.

Create your first automation →

Turn a repeated follow-up into a clear rule

Start with one supported record event, one action and a simple test. Check History before you expand the workflow.

  • No credit card required
  • Unlimited users
  • Cancel anytime

Frequently asked questions

Automations can start from supported events on assets, assignments, audits, people and locations, or when a selected form is submitted. Matching Conditions are available for supported record sources. The exact events and fields depend on the source you choose.

Current enabled actions are Alert / Notification, which sends email to selected Person records with a valid email address, and Create task. Webhook is visible but is not currently available. The Create task action can create a task or work order and set details such as name, priority, due date, assignee and reviewer.

Yes. Where the selected source exposes a supported date field, an Admin can configure an action before or after that date and add a repeat interval. Scheduled runs are processed online by MapTrack.

An Admin can create, edit, activate and deactivate automations while connected to the internet. Other account members can open an automation detail page when their access allows it, but automation management is Admin-only.

Open the automation and select History. Each run shows its status, and the run detail shows the status and result of each action. Pending or scheduled runs can also be cancelled from the product.

Automation notifications are sent by email to the selected Person records. The recipient needs a usable email address for delivery.

If an email action fails, check that the selected Person record exists, isn't archived or deleted, and has a valid email address. Then review the failed action in History.

Build your first automation with a clear test case

We'll help you choose a supported source, event and action, then verify the result in History.

  • No credit card required
  • Unlimited users
  • Cancel anytime