AI Steward
All AI Steward recipes
229 recipes, exactly as they appear in relyd under Settings › AI Steward. You run every recipe manually, assisted or autonomously.
HR & Payroll
To the moduleDraft announcement
Translates new announcements into every language your team uses and sends them to the author.
Attendance missing
Reminds employees who record attendance when the last working day has no entry, no leave and was no holiday.
Missing check-out
Reminds employees who checked in on a past day but never checked out to add the time.
Check attendance
Describes repeated lateness neutrally against the policy and informs the manager only when it clearly goes beyond it.
Master data change waiting
Proposes a task for HR to review employee master data changes waiting for 2 days, without repeating the values.
Employee document expiring
Reminds employees whose permit or certificate expires within 30 days to renew it, and proposes a task for HR for legal requirements.
Leave approval pending
Reminds the approver of leave requests waiting for 2 days, with dates and days. Never judges whether leave is granted.
Leave about to expire
Reminds employees of remaining leave days six weeks before the balance period ends.
Pre-check leave request
Gives the approver the remaining balance, colleagues away at the same time and public holidays; the decision stays with the approver.
Onboarding stalled
Reminds the person responsible when an onboarding step is overdue by a week.
Onboarding
Lists what a new employee's start still needs: checklist, account, manager, department, documents, equipment.
Check payroll run
Compares a completed payroll run with the one before (headcount, joiners, leavers, large changes) before payment.
Payslips sent
After payslips are published, proposes checking delivery and collecting employees' questions.
Probation ending
Reminds the reporting manager when an employee's probation ends within 21 days, so the meeting is held in time.
Shift understaffed
When a shift assignment is ended, names colleagues who could cover it, without assigning anyone.
Next step after an activity
Reads the outcome of completed CRM activities and suggests an obvious next step to the colleague when none is planned.
Activity missed
Reminds the assigned colleague of scheduled CRM activities past their date to do or reschedule them.
Campaign results
Summarises the results of bulk campaigns a few days after sending and proposes a task with the conclusions.
Customer becomes inactive
Notices customers who bought in the past year and not for six months, and proposes a reactivation where it is worth it.
New customer check
Checks new customers for missing account manager, category, payment terms, credit limit or tax number and proposes a task only for what is missing.
Contract expiring
Reminds the owner of signed customer contracts ending within 30 days to discuss the renewal.
Contract signed
Proposes the hand-over after a signature: what was agreed, the project or onboarding and the first invoice.
Contract not signed
Reminds customers of contracts sent 7 days ago and not signed, or the owner when a call fits better.
Own CRM table
Checks new and changed entries of your own CRM tables against the table's purpose and field hints.
Stalled deal
Checks open deals that have not changed for 14 days: schedules a follow-up for the owner with the next step, pointing out an expected close date that has passed, or proposes a task. Looks at each deal again after 14 days at the earliest.
Lead converted
Proposes onboarding tasks for leads converted into customers in the last days.
Duplicate lead
Finds new leads that repeat an existing lead or customer and proposes a task to merge them or treat them as a sales chance.
First answer to a lead
Answers new leads based on your lead e-mail templates and plans a follow-up for the owner.
Lead lost
Reads the reason of lost leads and schedules a check-in after about 60 days when the loss looks temporary.
New lead without owner
Briefly assesses new leads without an owner and assigns them to the salesperson with the fewest open leads.
Idle lead
Checks assigned leads that have not changed for 14 days: schedules a follow-up with a concrete next step for the responsible colleague or proposes a task. Looks at each lead again after 14 days at the earliest.
Quotation accepted
Checks quotations accepted in the last days without an invoice: proposes a task to create the invoice or down-payment invoice.
Quotation about to expire
Checks sent quotations that are neither accepted nor rejected and expire within 3 days: reminds the customer in a friendly way or schedules a call for the responsible colleague. Never offers discounts.
Quotation rejected
Checks quotations rejected in the last days: schedules a follow-up to ask for the reason or offer an alternative when the value makes it worthwhile.
Quotation opened, no answer
Checks quotations the customer opened 3 days ago without accepting or rejecting: schedules a call for the responsible colleague or asks the customer whether anything is unclear.
Renewal due
Reminds the owner of active renewals ending within 30 days to prepare the renewal offer.
Travel agreement not signed
Reminds customers of travel agreements sent 5 days ago and not signed, and the owner when the trip starts soon.
Travel follow-up overdue
Reminds the assigned colleague of open travel follow-ups past their due date.
New travel inquiry
Summarises new travel inquiries with the open questions for the assigned colleague, or proposes a task when nobody is assigned.
Travel proposal open
Follows up with customers on travel proposals sent 5 days ago and not accepted, or proposes a call for high values.
Outreach
To the modulePause a campaign with many bounces
After approval, pauses a running campaign when more than five percent of its e-mails bounce.
Check outreach campaign
Checks campaigns before they go out: unsubscribe links, placeholders, honest texts and delays.
Send the campaign results
Sends a short summary with figures and one suggestion for the next campaign when a campaign has finished.
Follow up an interested reply
After approval, creates the lead in the CRM and a follow-up task when an interested reply has been waiting for two days.
Review researched prospects
Compares prospects suggested by research with the prospecting profile and adds fitting ones to the target list or sets them aside with a reason.
Outreach reply
Categorises replies to outreach campaigns, answers questions, removes prospects who ask for it and proposes a CRM lead for interested prospects.
Stop a faulty sender mailbox
After approval, pauses the campaigns of a disconnected or failing sender mailbox and informs its owner.
Work
To the moduleDaily closure missing
From 5 pm, reminds people with planned work who have not closed their day, with a draft note.
Daily closure submitted
Compares submitted daily closures with the plan and tells the project manager about tasks not done or carried forward.
Planner submission waiting
Reminds the reviewer of planner submissions waiting for 2 days.
Question in a project comment
Recognises open questions in project comments and tells the project manager.
Project completed
Proposes a task for the project manager with the closing report, budget against cost and billable time still to invoice.
Project on hold for long
Asks the project manager of projects on hold for 21 days whether to resume, reschedule or close them.
Project overdue
Asks the project manager of projects past their end date for a new date or the reason, with the progress so far.
Weekly review
Every week, sends the project manager what was done, what is open or blocked and what is due next.
Task approval pending
Reminds the approver of task approvals waiting for 2 days. Again after 5 days at the earliest.
Approval requested
Checks whether a task waiting for approval is complete and sends the approver a short summary.
Question in a task comment
Recognises open questions in task comments and tells the assignee.
Task handed over
Writes the new assignee a short hand-over: what the task is about, what is done and what is open.
Sort a new task
Suggests a category and a priority for new tasks from your own lists, to the person who created them.
Task on hold for long
Asks the assignee of tasks on hold for 14 days whether to continue, reschedule or cancel.
Task overdue
Reminds the assignee of open tasks that are past their due date and asks whether a new date is needed. Again after 7 days at the earliest.
Check task plan
Checks planned tasks against the estimate, overlaps and the due date.
Task without assignee
Assigns project tasks that have had no assignee for 2 days to the fitting project member with the fewest open tasks, or else asks the project manager.
Files
To the moduleUnusual access
When someone downloads 50 or more files within an hour, gives the administrators the facts and what to check.
File a document
Suggests a folder for files uploaded without one, from where similar files are.
Receipt detected
Recognises supplier invoices uploaded to the files and suggests forwarding them to the invoice inbox.
File share expiring
Asks the person who shared a file whether to extend the share or let it end, 3 days before it expires.
Finance
To the moduleBank statement missing
Checks bank accounts reconciled with camt that had no statement import for 14 days: proposes a task to download and import the camt file.
Bank matching suggestions
Proposes the matching invoice or expense for bank lines open for two days; booked only after approval.
Check recurring invoice
Checks lines, amounts and the customer before a recurring billing runs.
Credit note refund pending
Checks credit notes waiting for their refund for 3 days: proposes a task to prepare the payment to the customer.
Check credit note
Checks newly issued credit notes against their invoice and proposes a task only when amount or reason need a second look.
Archiving
Reports approved expenses that are missing in the GeBüV archive, usually because the receipt is missing.
Billable expense not invoiced
Checks approved expenses marked billable that have not been invoiced for 7 days: proposes a task to add them to the customer's next invoice.
Duplicate supplier invoice
Spots new expenses that repeat an existing one by receipt file or supplier invoice number, before they are paid twice.
Foreign-currency document
Compares the exchange rate of new foreign-currency expenses with the rates booked around the same date and reports large differences.
Expense payment due
Checks approved, unpaid expenses due within 3 days: proposes a task so they are paid in time.
Expense waiting for approval
Checks expenses waiting for approval for 2 days: pre-checks receipt, category and amount and proposes a task for the approver with a short assessment.
Check account mapping
Weekly: reports postings whose account mapping is broken or missing.
Check incoming invoice
Checks supplier invoices from the invoice inbox for supplier, account, purchase order and duplicates, and prepares the approval.
Invoice draft not sent
Checks invoice drafts that were never sent after 3 days: proposes a task to finish and send them or to delete them.
Invoice not opened
Checks invoices sent 5 days ago that the customer has not opened: asks politely whether the invoice arrived, or proposes a task to check the billing contact.
Payment reminder
Checks invoices that are overdue for 10 days and still open: writes a friendly reminder or proposes the next dunning notice. Dunning notices always wait for your approval. Looks at each invoice again after 14 days at the earliest.
Invoice partly paid
Checks partly paid invoices with a rest open for 5 days: judges whether the difference is a discount, fee or mistake, proposes a task with the assessment and asks the customer only when it is clearly open.
Check invoice before sending
Checks new invoices for tax, address, payment terms, QR reference and possible double invoicing before they go out.
Check manual journal entry
Checks manual journal entries for balance, fitting accounts and tax, and reports only doubtful ones.
Order invoice missing in Finance
Checks order invoices that have not reached Finance for a day: proposes a task for the bookkeeper with amount and sync error.
Payment without invoice
Checks recorded payments that are not assigned to an invoice: proposes a task to assign them, with amount, date and reference.
Supplier without IBAN, payment due
Checks supplier invoices due within 7 days that should be paid by transfer while the supplier has no IBAN: proposes a task to complete the bank details in time.
Prepare VAT return
After a VAT period ends, lists what stands out before the return is locked: drafts, open approvals, documents without tax or receipt.
Prepare year-end close
From six weeks before the end of a fiscal year, lists the open points of the close preview in the order they need doing.
Inventory
To the moduleBatch expiring
Checks batches with stock that expire within 30 days: proposes a task to sell them off first, use them up or block them in time.
Batch recalled
When a batch is marked as recalled, shows the stock to block, the deliveries whose customers must be informed and a draft notice.
Reorder
Proposes a draft purchase suggestion for active products at or below their reorder level. Again after 7 days at the earliest.
Product deactivated
Proposes a task to check open orders, channels and stock that still depend on a product deactivated in the last days.
Check margin
When a changed product no longer reaches its target margin, suggests a new price; the price itself is never changed.
Complete new product
Checks new products for missing description, cost, reorder level or supplier and proposes a task only for what is missing.
Serial number returned or scrapped
Checks the warranty of returned or scrapped serial numbers and what follows from it.
Slow movers
Points out products that have not left the warehouse for six months and suggests a sale, a return or a write-off.
Stock difference
Looks for patterns in booked count differences and proposes a recount of the largest ones.
Stock entry not posted
Proposes a task to post or delete stock entries that have been drafts for 2 days, pointing out large value differences.
Transfer instead of purchase
When one warehouse runs short and another has enough, proposes a transfer; otherwise a purchase suggestion.
Order management
To the moduleCheck address difference
Looks at orders shipped to another country or postal code than billed and holds them only when the pattern suggests fraud.
Stock shortage on an order
When stock cannot be reserved in full, proposes a transfer from another warehouse, a partial delivery or honest customer information.
Paid order cancelled
Checks cancelled orders that were already paid: proposes a task to refund the customer when refunds do not yet cover the payment, and confirms the cancellation to the customer.
Credit limit exceeded
Holds new orders of customers above their credit limit and notes whether a release looks justified.
Customer duplicate
Checks new shop customers against the CRM and proposes merging when another CRM customer is clearly the same.
Drop shipping
When stock is missing and the channel allows drop shipping, proposes ordering the items from a supplier for direct delivery.
Order hold not resolved
Checks order holds that have been active for 3 days: proposes a task for the responsible colleague to release, contact the customer or cancel, and summarises the hold on the order.
Order partly paid
Checks orders that are only partly paid for 2 days: asks the customer for the exact open amount and can put the order on hold until it is paid.
Payment failed
Checks failed order payments of the last 7 days: asks the customer to pay again or choose another method, notes the finding on the order or proposes a task.
Payment received
Releases fully paid orders to the warehouse; the release checks prepayment, credit limit and holds again.
Prepayment outstanding
Checks orders without any payment for 3 days: reminds the customer when prepayment is required, and after several reminders proposes a task to decide on a cancellation.
Packed but not shipped
Checks shipments that have been packed for more than a day without leaving: proposes a task for the warehouse to arrange the pickup and notes it on the order.
Refund failed
Checks failed refunds of the last 14 days: proposes a task to retry or pay back another way, and tells the customer that the refund is being handled.
Return received
Checks returns that have arrived in the warehouse: proposes a task to check the goods and decide on refund, replacement or rejection, and confirms the arrival to the customer.
Return requested
Checks new return requests: confirms the request to the customer with the next steps, opens a reclamation ticket for defects and proposes a task when someone has to decide.
Order invoice overdue
Checks order invoices that are overdue for 10 days and still open: writes a friendly payment reminder. Looks at each invoice again after 14 days at the earliest.
Order review
Checks new sales orders for plausibility before they go to the warehouse: releases them, puts them on hold with a reason or leaves a note. Works best with automatic allocation switched off in the order settings.
Shipment delay
Checks late shipments every hour, whether still in the warehouse after the deadline or in transit too long: informs the customer, sends the goods again when a parcel appears lost and leaves a note.
Return received in the warehouse
Suggests for each returned item whether it goes back into stock, to rework, back to the supplier or to scrap.
Warehouse
To the moduleCheck delivery note
Compares submitted delivery notes with the order and with what was picked, before the goods leave.
After a late delivery
After a clearly late delivery, sends a short apology and offers help; a service message without rating request or advertising.
Delivery failed
Reads unusual tracking events such as failed attempts or address problems, asks the customer what is needed and proposes a new delivery.
Put-away open
Suggests a storage location for received goods without one, from the product's default bin or recent put-aways.
Goods receipt with defects
After a failed incoming inspection, prepares the complaint to the supplier and whether the goods stay blocked.
Clear up a delivery problem without order
Reports parcels with a carrier problem whose delivery note belongs to no sales order, with a draft message for the customer.
Shipping label failed
Reads the carrier's error when a label could not be created and proposes the fix: address, weight, service or carrier.
Find a parcel that was never scanned
Reports parcels whose label was printed two days ago but that the carrier has never scanned.
Short pick
After a pick with less than expected, suggests another warehouse, a partial delivery or a purchase for each short line.
Warehouse task stuck
Checks picking, packing and putaway tasks open for more than a day: proposes a task for the warehouse lead to reassign or finish them.
Procurement
To the modulePurchase order from material request
Prepares a purchase order draft at the preferred supplier for approved purchase material requests without an order. Purchasing checks and approves it.
Material request waiting
Checks material requests waiting for a decision for 2 days: proposes a task for the approver with type, required date and amount.
Purchase order approval pending
Checks purchase orders waiting for approval for 3 days: proposes a task for the approver with supplier, total and required date.
Supplier delivery overdue
Checks approved purchase orders past their delivery date with nothing received: asks the supplier for the status and a new date, and proposes a task for the buyer when the delay matters.
Purchase order draft forgotten
Checks purchase orders that have been drafts for 7 days: proposes a task for the buyer to submit, change or delete them.
Purchase order not confirmed
Asks the supplier to confirm approved purchase orders and the delivery date after three days without delivery.
Partial delivery
Checks partly received purchase orders without a change for 7 days: asks the supplier when the rest follows and proposes a task for the buyer when the delay is long.
Check goods receipt
Compares posted goods receipts with their purchase order and proposes a task only when quantity or amount differ noticeably.
Return to supplier
Announces returns to the supplier and asks for a credit note or replacement.
Supplier credit outstanding
Checks returns to suppliers without a credit or refund after 14 days: asks the supplier for the credit note and proposes a task after a second follow-up.
Request for quotation due
Checks requests for quotation past their due date and not awarded: proposes a task for the buyer to compare the offers and award, or to extend the request.
Supplier rating
Every quarter, summarises delivery reliability, returns and disputes per supplier and suggests an evaluation.
Supplier contract expiring
Checks supplier contracts that end within 30 days: proposes a task for the buyer to renew, renegotiate or request new offers.
Disputed supplier invoice
Checks supplier invoices disputed for 7 days without a change: asks the supplier for a corrected invoice or credit note and proposes a task to settle the dispute.
Supplier invoice due
Checks approved, unpaid supplier invoices due within 5 days: proposes a task so the payment is approved in time.
Match supplier invoice
Compares supplier invoices with the purchase order and goods received and reports differences.
Compare quotations
Compares supplier quotations by price, delivery time and rating and proposes an award; the decision stays with the buyer.
Manufacturing
To the moduleBill of materials waiting
Proposes a task for the approver of submitted bills of materials and points out implausible costs or times.
Check routing
Checks new and changed routings for missing work centers, implausible times and missing inspections.
Work center in maintenance
Proposes a task to reschedule the work orders of a work center that was set to maintenance.
Work order completed
Compares completed work orders with plan (quantity, scrap, time, date) and reports clear deviations.
Work order late
Proposes a task with the progress and the question of a new end date for work orders past their planned end.
Work order waiting for material
Proposes a task to request or transfer material for work orders waiting for it for more than a day.
Work order not started
Proposes a task to check the bottleneck when released work orders have not started 2 days after their planned start.
Rework
When a work order step reports rework, proposes recording the cause and inspecting the reworked parts.
Work order stopped
Proposes a task to clarify the reason for stopped work orders and check dates and waiting customer orders.
Quality
To the moduleAudit readiness
After an audit readiness assessment, orders the gaps by risk and proposes the measures, most important first.
Evaluate first article
Summarises submitted first article reports (results outside limits, missing documents) and prepares the decision.
Gauge calibration due
Reminds the responsible person to plan the calibration of released gauges due within 14 days.
Image check
When the AI image check finds something or is uncertain, prepares the review for quality in plain words.
Inspection due
After each lot, tells what the next lot needs under dynamized inspection: inspection or not, sample size and limits by AQL.
Inspection overdue
Proposes a task for quality to carry out inspections pending for 2 days after their date.
Inspection failed
Proposes a task for quality to open a nonconformity and decide on blocking the batch when an inspection was rejected.
Nonconformity overdue
Reminds the owner of open nonconformities past their due date.
Nonconformity without action
Sends the owner of nonconformities open for 7 days without actions an 8D-style outline of the next steps.
Check action effectiveness
Asks the owner of actions completed 30 days ago to check and record whether they worked.
Quality action overdue
Reminds the owner of corrective or preventive actions past their due date.
SPC trend
Weekly: warns when a measured characteristic drifts or loses capability, before scrap occurs.
Support
To the moduleDefect claim
Handles support tickets about defective or damaged products: answers the customer by e-mail, sends a free replacement through the normal order flow to the warehouse and leaves a note for the support team.
New support customer
Links new support customers to the matching CRM customer by e-mail address or company.
Support mailbox failing
Proposes a task when an active support mailbox failed to fetch e-mails 3 times in a row, with what to check.
Customer replied
Summarises what is new when a customer answers, drafts a reply and reminds the assignee when it is urgent.
Duplicate ticket
Links a new ticket to an earlier ticket of the same customer when both are about the same matter; nothing is merged.
Answer e-mail requests on its own
Answers new e-mail requests with the help center and links matching articles in the sender's language. In autonomous mode it sends the answer itself; the acknowledgement stays unchanged.
Draft the first answer
Drafts a first answer for new tickets from the request and the help center, as an internal note for the team to check and send.
Missed first response
Checks open tickets whose first-response deadline has passed without a reply: writes a short interim reply in the ticket, escalates urgent cases to the support managers or leaves a note for the team.
Answer standard questions
Answers new tickets when a help-center article clearly covers the question, and names the article.
Low ticket rating
Proposes a task for the support team lead to call back customers who rated a ticket 1 or 2 of 5, with their criticism.
Order status question
Answers tickets asking where an order is, with status and tracking, only for orders of the person who wrote.
Ticket reopened
Summarises reopened tickets as a hand-over note and reminds the assignee when it needs quick attention.
Missed resolution deadline
Summarises tickets past their resolution deadline as a note for a quick take-over and reminds the assignee.
Return via ticket
Registers a return request when a customer asks to send goods back, and confirms it; approval and refund stay with the team.
Ticket routing
Sorts new tickets without a category: category, priority and department from your own lists, then your assignment rules.
Ticket solved
Summarises solved tickets and proposes a help-center article when the same question comes up often.
Ticket trends
Looks at each support department's week and proposes a task when a topic, missed deadlines or low ratings stand out.
Waiting for the customer
Follows up when a customer has not answered for five days, or suggests closing the ticket when it looks solved.
Draft replies
Drafts replies to important e-mails in mailboxes whose owner allowed it; nothing is sent.
E-mail sync failed
Explains failed e-mail synchronisations to the account owner in plain words and what to check.
Sort e-mails
Once a day, sorts the new mail of mailboxes whose owner allowed it and hands customer requests to support as tickets.
Mailbox switched off
When a mailbox is switched off, tells the owner if support or outreach still use its address.
Point of sale
To the moduleBook a register receipt that failed to book
Finds register receipts that were not booked as an order with stock and invoice and books them again after approval or creates a task.
Clear up a cash difference at closing
Finds register closings with a difference at or above the tolerance and proposes a task with expected and counted cash and earlier closings.
Post a failed day end again
Finds day ends that could not be posted to finance and posts them again after approval or creates a task.
Report a missing fiscal signature
Reports register receipts without a signature of the fiscal device, so the outage is documented and the connection checked.
Report a large cash pay-out
Reports cash pay-outs from the register at or above the alert limit, so their receipt gets filed.
Check an unused register
Asks whether an active register that has not been opened for seven days is still needed.
Report a return without the original receipt
Reports returns at the register without the original receipt, so they are checked against the goods taken back.
Report unusual voids, returns and discounts
Compares voids, returns, discounts and pay-outs of a shift with the last closings and only reports clear outliers.
Get an open register closed
Reminds when a register has been open for more than a day, so the day end gets posted.
Online shop
To the moduleSales channel silent
Checks enabled sales channels that have not synchronised for more than a day: proposes a task to check the connection and the credentials.
Channel sync failed
Once a day per channel: groups failed sync runs by cause and proposes a task with what to check first.
Webhook error
Once a day per channel: reports webhooks that were received but never processed, so no order goes missing.
Product data sync
After a product change, checks its channel listings for prices, activity and sync settings that no longer match.
Settle a stuck shop order
Finds shop orders whose hold time ran out and, after approval, asks the payment provider again or releases the reserved stock.
Report a shop order without sales order
Reports confirmed shop orders that still have no sales order in relyd after an hour.
Write search text for shop pages
Writes a search description for published shop pages without one and sets it after approval.
Check a price jump in the shop
Reports shop prices that changed by more than 30 percent at once, as a guard against typing errors.
Complete a shop product
Reports products in the shop without description or picture and puts a description draft into the task.
Report missing required shop details
Reports when legal texts, payment methods or products are missing in the published shop.
Reorder when the shop sees demand
Proposes a purchase when a sold-out product has been requested by at least three customers.
Notify waiting customers
Sends the "back in stock" e-mail after approval when a product is available again and customers are still waiting.
Website
To the moduleCheck the website for accessibility
Checks all published pages weekly for missing alternative texts, headings, vague links and contrast and creates a task when it finds something.
Find links that lead nowhere
Checks the links inside the website weekly and lists links to pages or news that do not exist or are not published.
Compare the website's contact details
Compares phone, e-mail and address on the website with the company details and reports differences.
Follow up a forgotten news draft
Reminds when a news draft has not been edited for two weeks.
News draft for a new job opening
Writes a news draft for the website about a newly published job opening; it is published by hand.
News draft for a new product
Writes a news draft for the website about a real product novelty in the shop; it is published by hand.
Write search texts for news
Writes a search title and description for published news without a search description and sets them after approval.
Write search texts for pages
Writes a search title and description from the page text for published pages without a search description and sets them after approval.
Get an outdated page reviewed
Proposes a review when a published page has not been changed for more than a year.
Unblock the website for search engines
Reports when the published website is still blocked for search engines.
Report missing translations
Lists published pages that are still missing in one of the website's languages.
Remind of unpublished changes
Reminds when saved changes to a page have not been published for a week.
Integrations
Integration webhook failed
Once a day per webhook: explains failed deliveries to the person who set it up, with the likely cause.
Online counter
Secure an application before deletion
Finds online counter applications that were not downloaded or transferred and whose files are deleted within two days, and proposes a task or a note to the responsible colleague.
Failed transfer
Finds applications whose webhook or SFTP transfer to the specialist application failed for good and proposes a task to download them by hand and have the connection checked.
Follow up an untouched application
Finds applications that have stayed "received" for more than three days and proposes a task or a reminder to update the status.