/Automation
Automation 7 min read
How to Set Up Automation Recipes in XIntelliSync
"The work you repeat every week is the work automation was built to kill."
Automation recipes are multi-step workflows that chain AI agents together. Instead of running agents manually, recipes trigger automatically based on events in your business — an overdue invoice, a new lead, a payroll deadline, or a stock level dropping below threshold.
Activating a Pre-Built Recipe
Navigate to Automation → Recipes to browse 150 pre-built workflows:
- Browse by category — Finance, CRM, Operations, Compliance
- Select a recipe and review the trigger, conditions, and actions
- Click "Activate" to enable the recipe
- The recipe runs automatically when its trigger condition is met
Popular Recipes to Start With
These recipes deliver immediate value:
- Overdue Invoice Chase — auto-send reminders at 7, 14, and 30 days overdue
- New Lead Auto-Score — score every new lead based on industry and deal size
- BAS Deadline Prep — prepare BAS summary 14 days before each quarterly deadline
- Low Stock Alert — notify when inventory drops below reorder point
- Expense Auto-Categorise — categorise bank feed transactions as they import