> ## Documentation Index
> Fetch the complete documentation index at: https://docs.rooutie.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Automation Rules

> Put your follow-ups and reminders on autopilot so nothing falls through the cracks

# Automation Rules

The best travel agents follow up consistently. They remember to send pre-departure checklists. They check in when a proposal has been sitting unread for three days. They send birthday messages and anniversary trip reminders.

Automation rules let you do all of this automatically — so you never miss a touchpoint, even when you're heads-down on proposals or on the phone with clients.

## How Automation Works

An automation rule has two parts:

1. **Trigger** — something that happens in Rooutie (a proposal is sent, a trip date is approaching, a form is submitted).
2. **Action** — what happens in response (send an email, update a status, create a task).

Set it up once. Rooutie handles it every time the trigger fires.

## Example Automation Rules

### Proposal Follow-Up

* **Trigger**: Proposal status has been "Sent" for 3 days with no response.
* **Action**: Send the client a follow-up email asking if they have any questions.

### Pre-Departure Checklist

* **Trigger**: Trip departure date is 7 days away.
* **Action**: Send the client an email with their pre-departure checklist and your contact details.

### New Enquiry Alert

* **Trigger**: A new enquiry is submitted via your website form.
* **Action**: Send an internal notification to your team and a confirmation email to the enquirer.

### Proposal Viewed

* **Trigger**: Client opens a proposal for the first time.
* **Action**: Send you a notification so you can follow up while the proposal is top of mind.

### Post-Trip Feedback

* **Trigger**: Trip completion date passes.
* **Action**: Send the client your feedback form and a thank-you message.

## Creating an Automation Rule

1. Go to **Automation Rules** in the agent sidebar.
2. Click **"New Rule"**.
3. Choose a trigger from the available events.
4. Define the action — select a template email, form, or notification.
5. Set any timing conditions (e.g., "3 days after", "7 days before").
6. Activate the rule.

## Managing Rules

All active rules are listed with their trigger, action, and status. Enable or disable rules without deleting them — useful for seasonal rules you want to pause and resume.

> Consistent follow-up is one of the biggest drivers of proposal conversion. Automating it means it happens even when life gets busy — and that consistency is what clients notice.