Automation Rules
Automation rules are simple trigger → action pairs: when something happens on an offboarding, PurpletGo does something in response, without anyone having to remember to do it manually. Each rule has exactly one trigger and one action.
Triggers
- Status changes to a stage - fires the moment an offboarding moves into Pending, Notice Period, IT Revocation, Asset Recovery, or Completed
- N days before exit date - a nightly check that matches offboardings by their exit date
- N days after exit date - same idea, running after the exit date has passed
- All checklist items complete - fires once every item on the offboarding's checklist is ticked off
Actions
- Send in-app notification - to all members, or just Admins, HR, or Managers. You can use
{{employee_name}}and{{exit_date}}in the title - Send email - to the manager/admin, the HR team, or the departing employee. Supports
{{employee_name}},{{exit_date}}, and{{employee_email}}in the subject and body - Assign checklist template - attaches one of your existing checklist templates to the offboarding
- Advance to next stage - moves the offboarding straight to the next pipeline stage
There's no webhook action, no IT-ticket action, and no way to add extra conditions to a rule beyond its trigger - what you see in the rule builder is the full set of triggers and actions available today.
Creating a rule
Open automation settings
Navigate to Settings → Automations and click New Rule. Only Admins and Superadmins can create, edit, or delete rules.
Name it and pick a trigger
Give the rule a name, then choose a trigger. For a stage-change trigger, pick the stage; for a day-based trigger, enter the number of days.
Pick an action
Choose what should happen, and fill in the fields for it - recipients, message text, or which checklist template to assign.
Save
The rule is active immediately and applies to future events - it won't retroactively fire for things that already happened before you saved it.
Each rule has a toggle to pause it without deleting it, and shows how many times it's fired and when it last ran.
The Test button (the play icon next to a rule) doesn't simulate anything - it fires the rule's actual action for real, against your organisation's most recently created offboarding record. Use it carefully, especially on rules that send email or advance a stage.