Enterprise

Automation Center

Master automation layer for the entire EXCEL EXPERIENCE™ platform

23

Total Automations

8

Currently Active

15

On the Roadmap

Experience Lifecycle

(5 automations)

Welcome Email on Registration

Trigger: Registration CreatedAction: Send welcome email + ticket
Active

Experience Reminder (7 Days)

Trigger: 7 days before start_dateAction: Email all confirmed registrants
Active

Experience Reminder (24 Hours)

Trigger: 24 hours before start_dateAction: Email + SMS reminder
Active

Check-In Confirmation

Trigger: Registration checked_inAction: Send digital ticket confirmation
Active

Post-Experience Follow Up

Trigger: 48 hours after end_dateAction: Send survey + resources
Planned

Payment Automation

(5 automations)

Payment Confirmation Email

Trigger: Payment status = completedAction: Send receipt email + update registration
Active

Payment Plan Reminder

Trigger: 3 days before due_dateAction: Email payment reminder
Active

Overdue Payment Alert

Trigger: 1 day after due_dateAction: Email + flag registration
Active

Invoice Generator

Trigger: Registration confirmedAction: Auto-generate PDF invoice
Planned

Coupon Expiry Alert

Trigger: 3 days before coupon expiryAction: Email coupon holders
Planned

Passport & Legacy

(4 automations)

Stamp Award on Completion

Trigger: Registration status = attendedAction: Create PassportStamp + award points
Planned

Badge Auto-Award

Trigger: Passport milestone reachedAction: Award LegacyBadge + notify member
Planned

Level Up Notification

Trigger: Legacy points threshold crossedAction: Email congratulations + new perks
Planned

Certificate Generation

Trigger: Experience completedAction: Generate + email PDF certificate
Planned

Community

(3 automations)

New Member Welcome

Trigger: ExperiencePassport createdAction: Send welcome to community
Planned

Group Join Notification

Trigger: CommunityMember createdAction: Welcome email from group
Planned

Announcement Broadcast

Trigger: Announcement publishedAction: Email + push all members
Planned

Marketing

(3 automations)

Early Bird Expiry Warning

Trigger: 2 days before early_bird_endsAction: Email + social push
Planned

Registration Closing Soon

Trigger: 3 days before registration_closesAction: Urgency email to waitlist
Planned

Referral Reward

Trigger: Referred registration confirmedAction: Award referral points + email
Planned

AI Workflows

(3 automations)

AI Welcome Message

Trigger: New conversation with EXCEL AI™Action: Personalized greeting with context
Active

Content Generation

Trigger: Experience createdAction: AI drafts description & social copy
Planned

Report Auto-Summary

Trigger: Weekly scheduleAction: AI generates executive summary
Planned

Supported Automation Triggers

Entity Created

Any record creation

Entity Updated

Field change detection

Entity Deleted

Removal events

Scheduled / CRON

Time-based triggers

Webhook Events

External API callbacks

AI Conversations

Agent interactions

Payment Events

Success, failure, refund

Milestone Reached

Points, badges, levels