Open Punch List Alert
Keep your punch list on track to close-out. This automation checks Procore punch list items daily and flags any that haven't been closed. It emails your project team and logs open items to a Google Sheet for weekly review meetings.
How it works
Three steps to automate
Connect your data source
Link your QuickBooks, Salesforce, HubSpot, or any supported platform. Brooked syncs the data to a Google Sheet automatically.
Set your trigger
Choose a condition — value thresholds, new rows, or let AI evaluate the data. Configure the check schedule: hourly, daily, or weekly.
Choose your actions
Pick what happens when the trigger fires: email alerts, Slack messages, Google Sheets logs, Salesforce tasks, QuickBooks invoices, and more.
Trigger
Condition match
Fires when rows in your connected data source match specific conditions you define — thresholds, status changes, date checks, and more.
Default condition
Status is not "Closed"
Schedule
Once a day
Brooked checks your Procore data once a day. When the trigger condition is met, your configured actions fire automatically. You can adjust the frequency any time.
Actions
What happens when it fires
Every action runs automatically. Add or remove actions any time without rebuilding the automation.
Email alert
Send an email summary to your team with the rows that triggered the automation.
Log to Google Sheet
Append triggered rows to a Google Sheets tab for tracking and audit.
Related
More automations
Procore
Budget Overrun Alert
Alert when budget line items show modification overruns.
QuickBooks
Overdue Invoice Follow-up
Automatically follow up on invoices that are past due with an outstanding balance.
Get your spreadsheet hours back
Brooked sets up in seconds. Your team is querying live data before lunch.
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