Docs

Automation

Rules that act when something happens, Microsoft 365 steps and the leaver bundle, form and sales triggers, the run log, notification channels, on-call and out-of-hours cover, and rules that show on your TV screens.

  1. 1 Automation overview What automation rules do, where rules, the run log, channels and on-call live, and who can make which rules.
  2. 2 Building a rule Use the rule builder to choose a trigger and the customers a rule covers, then save it and switch it on.
  3. 3 Conditions and placeholders Narrow a rule down with conditions and groups, and fill in messages, notes and webhooks with placeholders.
  4. 4 Actions Every action a rule can take, from opening tickets, running scripts and changing Microsoft 365 to waiting, asking for approval, notifying people, paging on-call, showing on TV screens and sending webhooks.
  5. 5 Testing, dry run and versions Try a rule against a real event without doing anything, let it run in dry run first, and see, compare and restore every version of a rule.
  6. 6 The run log Read what every rule did and why, export runs, retry failed runs, hear about failing rules, and understand loop protection and run retention.
  7. 7 Notifications and channels Set up Teams, Slack, text message and phone call channels, and choose which notifications reach you where, with quiet hours.
  8. 8 On-call rotas and paging Decide who handles each queue out of hours, set up on-call rotas, cover and escalation policies, work with an out-of-hours provider, see the on-call calendar and hours, swap turns and hand over, page someone by hand, and acknowledge, escalate, reassign or snooze pages.
  9. 9 Webhook triggers and inbound alerts Start a rule when another system calls its address, and turn alerts from Uptime Kuma, Datadog, Grafana, PRTG and other tools into Tenvara alerts by webhook or email.
  10. 10 Templates, import and export Start rules from the gallery of ready-made templates, export rules as a file, and import them into Tenvara with every reference checked before anything is saved.
  11. 11 TV screens, doorbells and phone calls Put a message, an alarm, a caller card, a camera, a dashboard or a picture over your TV screens from a rule, start it from a doorbell or a phone call, and control sound, quiet hours, priority and dismissing.
  12. 12 Microsoft 365 steps and the leaver bundle Create and change users, groups, teams and shared mailboxes from a rule, run a leaver's whole Microsoft 365 checklist in one step, and see and undo every change on the run.
  13. 13 Form triggers and the ready-made starter and leaver rules Start rules when a form is sent or approved, test the answers in conditions and use them in steps, wait until a date, use the four ready-made form rules, and start rules from sales events.