What It Does
Staff configure automations by selecting which customers to target and what to do when a match is found. The platform handles the execution: processing customers in the background, tracking results, and delivering audit reports when a run completes.How It Works
Automate Banking operates in two modes: Automations Scheduled workflows that run on a recurring or one-time basis. Staff define filtering criteria to identify a customer segment, then assign one or more actions — such as moving customers to a different group, sending an email, or disabling an account. Each run processes customers in batches and generates a downloadable report. File Processing Bulk operations driven by files delivered via upload or SFTP. When a file arrives, the platform reads each record and applies the configured action. A results report is emailed to the configured administrator when processing is complete.In This Section
- Automations — Create and manage scheduled customer-targeting workflows
- File Processing — Configure batch workflows driven by uploaded or SFTP-delivered files
- Criteria — Reference for all available customer-targeting filters
- Actions — Reference for all actions that can be applied to matched customers