Summary
Automations in Trail help you manage client servicing automatically. Instead of manually tracking review dates and follow-ups, Trail can create servicing opportunities, activities, and notifications for you. This saves time, reduces admin work, and ensures you’re always prepared for upcoming reviews across mortgage, insurance, and investment products.
Where to find Automations in Trail
How to set up Triggers
How to set up Actions
How to configure Notifications
What happens after your Automation is live
Where to Set Up Automations
Automations are managed in your personal settings.
How to get there:
Log in to Trail
Click Settings
Navigate to Automations
This is where you’ll define when something should happen (Triggers) and what Trail should do (Actions) for your clients’ products.
Set Up the Triggers
Triggers determine when an automation should run.
When creating a trigger, you’ll need to define the following:
How many days before an event occurs the Action will take place
The product's Policy Management Status
Who the client belongs to for the Action to occur
Set Up the Actions
Actions define what Trail does once the trigger conditions are met.
You can configure one or more of the following:
1. Create a Servicing Opportunity
A Servicing Opportunity will automatically appear in your Servicing Pipeline
This helps you clearly see:
What needs reviewing
Which client and product it relates to
When it needs attention
2. Automatically Create an Activity
You can also set Trail to create an Activity linked to the servicing opportunity.
You can customise:
Activity type (e.g. Call, Meeting, Task)
Notes (e.g. “Contact client to discuss upcoming review”)
Due date
Duration (how long the task should take)
This ensures nothing falls through the cracks and your follow-ups are consistent.
Set Up Notifications
Once automations are active, you’ll want to decide how and who gets notified.
How to configure notifications:
Go to Settings
Click Notifications
Notification Types
Under Notifications, you’ll see different event categories, such as:
Mortgage Events (e.g. Fixed Rate Rollovers)
Insurance Events
Investment Events
Make sure you check the tab relevant to your advice area.
Choose How You’re Notified
For each event, select how notifications should be delivered:
✅ Trail notification
✅ Email notification
You can choose one or both.
Add Additional Client Owners
If multiple people need to be notified:
Select additional client owners
Example:
You’re an assistant supporting 3 advisers
Select those advisers so they also receive notifications for their clients’ reviews
This ensures everyone involved stays informed.
What's next?
Find out how to add a product to a client's Profile, or read more about completing: