Workflow automation

13 pending action(s) · 5 critical · 6 auto-runnable · 8 flows live

4 · Overdue rental · RentalOverdue

Overdue 48 days — 2018 Toyota Camry · Marcus Ellison

Mark Late, bill 45 day(s) of late fee ($1,575) and flag the renter At Risk. Past escalation window — start recovery protocol.

Notify: Email + SMS renter · staff escalation

KPIs: Overdue rentals % · Late fee revenue

criticalauto
Open workspace

4 · Overdue rental · RentalOverdue

Overdue 45 days — 2019 Nissan Altima · Tasha Brooks

Mark Late, bill 42 day(s) of late fee ($1,470) and flag the renter At Risk. Past escalation window — start recovery protocol.

Notify: Email + SMS renter · staff escalation

KPIs: Overdue rentals % · Late fee revenue

criticalauto
Open workspace

4 · Overdue rental · RentalOverdue

Overdue 52 days — 2016 Toyota Corolla · Danny Reyes

Mark Late, bill 49 day(s) of late fee ($1,715) and flag the renter At Risk. Past escalation window — start recovery protocol.

Notify: Email + SMS renter · staff escalation

KPIs: Overdue rentals % · Late fee revenue

criticalauto
Open workspace

8 · Agreement management · RentalActivated

Unsigned agreement on an on-road unit — 2016 Toyota Corolla · Danny Reyes

Compliance gap: generate the PDF from the matching template, capture the signature, then record signed_at.

Notify: Customer: e-signature link · Staff: compliance alert

KPIs: Agreement compliance %

critical
Open workspace

6 · Customer verification · CustomerVerified

Review documents — Danny Reyes

This renter is on the road unverified — clear it today.

Notify: Customer: upload link · Staff: review queue

KPIs: Verified customers %

critical
Open workspace

5 · Preventive maintenance · VehicleMileageUpdated

Service due — 2017 Honda Accord (RCG-9037)

5,000 mi since last service (interval 5,000 mi). 3 month(s) since last service (interval 3). Creates a scheduled task and notifies the vendor.

Notify: Staff: service task · Vendor: booking request

KPIs: Maintenance compliance % · Maintenance cost per unit

warnauto
Open workspace

5 · Preventive maintenance · VehicleMileageUpdated

Service due — 2019 Nissan Altima (RCG-1155)

5,000 mi since last service (interval 5,000 mi). 3 month(s) since last service (interval 3). Creates a scheduled task and notifies the vendor.

Notify: Staff: service task · Vendor: booking request

KPIs: Maintenance compliance % · Maintenance cost per unit

warnauto
Open workspace

5 · Preventive maintenance · VehicleMileageUpdated

Service due — 2018 Hyundai Elantra (RCG-3390)

5,000 mi since last service (interval 5,000 mi). 3 month(s) since last service (interval 3). Creates a scheduled task and notifies the vendor.

Notify: Staff: service task · Vendor: booking request

KPIs: Maintenance compliance % · Maintenance cost per unit

warnauto
Open workspace

7 · Payments & invoicing · PaymentDue

Chase $245 — 2016 Toyota Corolla · Danny Reyes

Invoice dated 2026-08-28 is 52 days old. Billing flow re-sends the pay link, retries the card and offers autopay.

Notify: Customer: payment reminder with pay link

KPIs: Payment collection rate · Outstanding balance

warn
Open workspace

7 · Payments & invoicing · PaymentDue

Chase $295 — 2019 Nissan Altima · Tasha Brooks

Invoice dated 2026-09-04 is 45 days old. Billing flow re-sends the pay link, retries the card and offers autopay.

Notify: Customer: payment reminder with pay link

KPIs: Payment collection rate · Outstanding balance

warn
Open workspace

3 · Check-out (rental end) · RentalCompleted

Check-out / renew due — 2018 Toyota Camry · Marcus Ellison

Term ended 2026-09-01. Either renew the term or close it out: return photos, ending mileage, final invoice, then release the unit.

Notify: Customer: final invoice + receipt

KPIs: Revenue per vehicle · Late returns %

info
Open workspace

3 · Check-out (rental end) · RentalCompleted

Check-out / renew due — 2019 Nissan Altima · Tasha Brooks

Term ended 2026-09-04. Either renew the term or close it out: return photos, ending mileage, final invoice ($295 still open), then release the unit.

Notify: Customer: final invoice + receipt

KPIs: Revenue per vehicle · Late returns %

info
Open workspace

3 · Check-out (rental end) · RentalCompleted

Check-out / renew due — 2016 Toyota Corolla · Danny Reyes

Term ended 2026-08-28. Either renew the term or close it out: return photos, ending mileage, final invoice ($245 still open), then release the unit.

Notify: Customer: final invoice + receipt

KPIs: Revenue per vehicle · Late returns %

info
Open workspace