Automations is a new feature within Chariot designed to streamline repetitive tasks, and are built to make your life easier by automatically triggering actions based on specific events inside Chariot.
Once enabled, Automations run in the background, takes actions, and track all actions taken to show what they've done.
How to Access Automations
Click Settings
Navigate to the top menu and scroll all the way to the right
Select Automations
Note: The location of this feature may change in future updates.
Automations Dashboard Overview
The main Automations screen provides:
A list of all active and inactive automations
Number of jobs enrolled
Actions taken
Emails sent
Text messages sent
Time period filters to analyze performance
This dashboard gives you a quick snapshot of what’s running and how it’s performing.
Viewing Automation Details
You can click into any automation to see:
Which jobs were affected
Whether the automation has completed, is pending, or stopped
What actions were taken
Example: Create Task on New Lead
One common automation creates a task when a lead is generated from, Chariots web form, or an API webform. This will ensures someone on your team is reminded to follow up as new leads come in.
Viewing Automation Activity on a Job
Every job will include an Automations tab (once the feature is enabled).
From there, you can:
See which automations have touched the job
View full action history using the actions history tab
See timestamps and assigned team members
Manually stop an automation if needed
Action History View
The Action History shows:
What action was taken (ex: “Create Task”)
Who it was assigned to
Completion status
Date and time of completion
Which automation triggered the action
Creating a New Automation
From the Automations page, click Create Automation.
You’ll have three options:
1. Use a Template (Recommended)
Templates are pre-built automations designed for common workflows.
Examples include:
Create task for new API leads
Create task if a lead hasn’t been touched in 72 hours
Trigger actions when move date is 30 days away
Send multiple estimate follow-ups
Moving company–specific workflow automations
Templates are the easiest way to get started.
2. Build From Scratch
This allows full customization but may require a deeper understanding of triggers and actions.
Recommended for advanced users.
3. Use the AI Assistant (Beta)
You can describe what you want the automation to do, and the AI will build it for you.
Example:
“Create a task if a lead hasn’t been contacted within 48 hours and send a reminder email.”
⚠ Important: Always review AI-generated automations before activating them.
Best Practices
Start with templates
Review automation logic before turning it on
Monitor performance from the dashboard
Use the Automations tab inside jobs to track activity
Double-check AI-created automations
Need More Help?
For deeper setup guides and advanced use cases, continue reviewing the Automations help articles in this section.