Advanced: Automation & Why Inbox

Automation Studio runs rules when time trends cross thresholds — for example create a research task, notify a team lead, or send a Why form. Results land in Why Inbox for short context from the person involved.

Create and run rules

Automation Studio create rules
  • Open Automation in the left rail.
  • Create a New rule (conditions + actions such as Create Jira task, Send Why form, Notify team lead).
  • Use Run rules now when you want an immediate evaluation.

Why Inbox

Why Inbox record
Automation results appearing in Why Inbox

Complete pending Why forms so leads get the context behind the signal — not just the metric.