What are Automations?
Chariot's Automations platform allows moving companies to define the activities that should trigger automated actions within the software, to save on time spent on repetitive tasks and manual follow-ups. With this feature, you can automate outgoing messages to your leads, create tasks to move leads forward in your sales pipeline, update job stages, and take many other actions that are managed manually by operations staff. You can also distinguish between how you manage tasks and communications for residential moves vs. commercial moves.
When enabled, you will have an "Automations" tab in your Settings where you can create new and manage existing automations.
Track Performance of Automation Sequences
The Performance Overview section gives you a quick snapshot of how your automation sequences are performing over time. From the Automations dashboard, you can monitor key activity metrics to understand both engagement and operational impact.
Here’s what each metric helps you track:
Jobs Enrolled – The total number of jobs or leads that have entered one or more automation sequences during the selected time period. This shows how widely your automations are being applied.
Actions Taken – The total number of automated actions executed (such as sending messages, creating tasks, or updating stages). This helps you gauge how active your automations are.
Emails Sent – The number of automated emails delivered through your workflows.
Texts Sent – The number of automated SMS messages sent to customers.
Use the date range selector to analyze performance over the last 7 days or other available time frames. Regularly reviewing this data helps you fine-tune your automations—ensuring they’re effective, efficient, and aligned with your communication strategy.
How to Create Automations
insert Loom walkthrough
Scenario: Your want to build a stronger relationship with realtors in your area by leaving cards at open houses. For insight into how many leads are coming from these events, you want to auto-tag all leads coming in from Real Estate companies and send a personalized "How did you hear about us?" message to each lead.
Step 1: Create a New Automation, from a Template or from scratch
Step 2: Name the Automation
Give your automation a clear name that explains its primary actions, and add an optional (but recommended) description of its intended purpose.
Step 2: Set the Enrollment trigger that adds these leads to the Automation sequence
Define the action that triggers the lead to enter the automation sequence that you are creating.
Step 3: Add any special conditions to consider when the trigger occurs
Specify conditions for more targeted automations based on lead details, categories like origin or destination address type, time-based activities, lead/job status, or customer reviews received.
Step 4: Set parameters to restart the automation sequence if any specific conditions are met
Start the automation from the beginning if the lead enrolled in the sequence is updated with any of the available conditions.
Setting Quiet Hours
Quiet Hours allow you to control when automated actions are not allowed to run. This is especially useful for preventing customer communications or internal actions from happening outside of your preferred business hours such as late at night, early in the morning, or on specific days.
Quiet Hours are configured organization-wide, meaning they apply consistently across all automations in your account.
Where to Find Quiet Hours Settings
Navigate to Automations
Click on Communication Settings
Scroll to the Quiet Hours Settings section
From here, you can manage Quiet Hours independently for each type of automated action.
How Quiet Hours Work
Quiet Hours define a time window during which actions will NOT be executed.
If an automation is triggered during Quiet Hours, the action will be delayed or skipped until Quiet Hours end (depending on the automation logic).
If no Quiet Hours are set for an action, it will run immediately whenever its trigger conditions are met.
By default, all actions are set to “No quiet hours”, meaning they can run at any time.
Actions That Can Have Quiet Hours Applied
You can configure Quiet Hours individually for the following automation actions:
Send Email
Send SMS
Send Email and SMS
Create Task
Add Tag
Remove Tag
Update Job Stage
Unreserve Job
Send Liveswitch Link
Send Photo Requests
Send Web Form
This granular control lets you restrict customer-facing communications (like texts and emails) while still allowing internal actions (like tagging or task creation), or vice versa.
Example Use Cases
Prevent late-night texts
Set Quiet Hours for Send SMS from 8:00 PM to 8:00 AM so customers never receive messages overnight.
Limit communications to business hours
Apply Quiet Hours to Send Email and SMS so all automated outreach only occurs during office hours.
Allow internal workflows to run anytime
Leave Quiet Hours disabled for actions like Add Tag or Update Job Stage so your pipeline stays accurate 24/7.
Delay booking-related actions
Restrict actions like Unreserve Job or Send Liveswitch Link to ensure they only occur when staff are available.