2.6.4 Automation — Recurring and Conditional Actions

Automation within the Planner enables teams to reduce manual effort by defining recurring and conditional actionstied to time, state, or events.

Recurring Actions

Recurring automation can be used for:

Periodic content publication

Regular reminders or notifications

Scheduled maintenance or updates

Recurring rules operate within tenant-defined boundaries and permissions.

Conditional Automation

Conditional actions are triggered when:

Workflow states change

Deadlines are reached or missed

Validation or review conditions are met

Examples include notifying reviewers of overdue items or rescheduling content when approvals are delayed.

Governance and Safety

Automation rules:

Are visible and auditable

Respect role and permission boundaries

Can be paused or disabled at any time

This prevents unintended side effects while enabling efficiency.

Summary

Automation in the Praisma Hub Planner supports scalable content operations. By combining recurring schedules with conditional logic, teams can streamline workflows while maintaining control and accountability.