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Getting Started with your Automation Rules

This article describes and shows you how to setup your automation rules.

Automation Rules: An Overview

Automation Rules help you take repetitive, manual steps out of your day-to-day workflow. Instead of relying on memory or constant check-ins, Automation Rules allow Kudurru Stone to react automatically when something changes in your system.

Think of Automation Rules as “If this happens, under these conditions, then do that” logic—built specifically around how land surveying firms actually work.

What Are Automation Rules?

Automation Rules watch for specific events in your projects, tasks, and schedules. When those events occur, Kudurru Stone can automatically perform actions for you—without anyone needing to remember to click a button or send a follow-up message.

They’re designed to:

  • Reduce manual coordination

  • Prevent things from slipping through the cracks

  • Keep clients and staff informed at the right time

  • Enforce consistency across projects

What Can Trigger an Automation Rule?

Automation Rules start with a trigger—an event that happens in your system. Common trigger examples include:

  • A project is created or modified

  • A task is created, updated, assigned, or scheduled

  • A task’s status or due date changes

  • Work is assigned to a specific user or role

Triggers are based on real changes in your data, not timers or guesses, which keeps automations reliable and predictable.

What Can Automation Rules Do?

Once a trigger occurs and conditions are met, Automation Rules can take one or more actions, such as:

  • Send emails
    Notify internal staff, project managers, assigned users, or client contacts automatically.

  • Send in-app or system notifications
    Keep your team aware of changes without relying on side conversations.

  • Apply consistent follow-ups
    Ensure important communication always happens the same way, every time.

Over time, Automation Rules become part of your firm’s operating rhythm—quietly handling the small but critical tasks that add up during a busy week.

Why Use Automation Rules?

Surveying work moves fast, and most issues don’t come from big mistakes—they come from missed handoffs.

Automation Rules help by:

  • Reducing reliance on memory and sticky notes

  • Keeping everyone aligned as projects evolve

  • Improving client communication consistency

  • Saving time for project managers and office staff

Instead of reacting late, Automation Rules help you stay ahead.

How Automation Rules Work Together

Automation Rules are designed to scale with you:

  • Multiple rules can apply to the same project or task

  • Rules run independently and safely in the background

  • Rules only act when their specific conditions are met

This means you can start small—one or two rules—and expand over time as you see value.

Getting Started

This article provides the why behind Automation Rules.
For the how, including creating, configuring, and testing rules, use the interactive walkthrough available below.

 

Tip from the Field

Start with one pain point you deal with every week—missed notifications, late assignments, or manual follow-ups. Build one Automation Rule around that first. You’ll feel the impact immediately.