Procore
Open Punch List Alert
Track punch list items that haven't been resolved.
Email alertLog to Google Sheet
Procore
Overdue RFI Follow-up
Don't let RFIs hold up your project schedule. This automation monitors Procore RFIs daily and flags any that are still open past their due date. An email alert goes out to the project team so they can chase responses and keep the project moving.
How it works
Three steps to automate
01
Connect your data source
Link your QuickBooks, Salesforce, HubSpot, or any supported platform. Brooked syncs the data to a Google Sheet automatically.
02
Set your trigger
Choose a condition — value thresholds, new rows, or let AI evaluate the data. Configure the check schedule: hourly, daily, or weekly.
03
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" and Due Date is before today
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.
HourlyDailyWeekly
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.
Related
More automations
Procore
Budget Overrun Alert
Alert when budget line items show modification overruns.
Email alertLog to Google Sheet
QuickBooks
Overdue Invoice Follow-up
Automatically follow up on invoices that are past due with an outstanding balance.
Send invoice reminderEmail alert
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