Automation

Manage and monitor your rules

See which rules are actually firing, turn one off without losing it, and know what happens when a rule breaks.

4 min read
01

Read the rules list

Every rule shows its trigger, its condition count, who it assigns to, and how many times it's fired — so you can tell at a glance whether a rule is doing anything, not just whether it's switched on.

app.obsidyun.com
Read the rules list
02

Turn a rule off without deleting it

Toggle a rule off when a process changes temporarily, then back on later — its trigger, conditions, and task template stay exactly as you left them.

app.obsidyun.com
Turn a rule off without deleting it
03

Know what happens when something's wrong

A misconfigured rule is logged and skipped — it never blocks the invoice or quote that triggered it. If the rule's owner is no longer an active employee, the rule disables itself rather than quietly misattributing tasks.

app.obsidyun.com
Know what happens when something's wrong