--- title: How should I decide to use a simple automation vs. an advanced automation? description: Depending on the use case, it may be better to use simple or advanced automations. --- [Skip to content](https://help.whispli.com/case-management/simple-automation-vs-advanced-automation#main-content) [![whispli_logo_vertical_brand](https://help.whispli.com/hs-fs/hubfs/whispli_logo_vertical_brand.png?width=90&height=58&name=whispli_logo_vertical_brand.png)](https://www.whispli.com/) Open main navigation Close main navigation - [Contact us](https://www.whispli.com/contact-us/) [Contact us](https://www.whispli.com/contact-us/) How can we help you? - There are no suggestions because the search field is empty. 1. [Case Management](https://help.whispli.com/case-management) 2. [Platform Configuration](https://help.whispli.com/case-management/platform-configuration) 3. [Automation Configuration](https://help.whispli.com/case-management/platform-configuration#automation-configuration) # How should I decide to use a simple automation vs. an advanced automation? ## Choosing between a simple and an advanced automation depends on how much "thinking" you want the system to do for you. While simple automations handle basic logistics, advanced automations allow for complex decision-making based on multiple variables.   ### Simple Automations: The "Straight Line" Approach Simple automations follow a direct, linear logic. Use these for high-volume, standard tasks that don't change based on the nuances of the report. - **Structure:** One Trigger - One (or zero) Condition - One Action. - **Best For:** Sending a generic "Thank you" message to every informant, or notifying the Head of HR every time a new report is submitted, regardless of what it's about. - **Example:** *If* a report is submitted, *then* send a notification to the General Inbox. ### Advanced Automations: The "Decision Tree" Approach Advanced automations are designed for complex organizational structures where a report might need to meet several criteria before an action is taken. - **Structure:** **Multiple Triggers** and **Multiple Conditions** $\\rightarrow$ One or more Actions. - **Triggers:** You can set the rule to fire based on several events (e.g., a report is submitted **OR** a case is re-opened). - **Conditions:** You can use "And/Or" logic to get very specific. For example: *If* the category is "Fraud" **AND** the location is "Berlin" **AND** the estimated value is over $10,000$. - **Best For:** Conflict of interest handling, multi-departmental routing, or high-risk cases that require immediate escalation to specific executives. --- ### Decision Matrix: Which one do you need? | **Use Case** | **Use Simple if...** | **Use Advanced if...** | | --- | --- | --- | | **Routing** | You have one team handling everything. | You need to route by Department **and** Region simultaneously. | | **Response** | You want the same reply for everyone. | You want a different reply for "Safety" vs. "Bribery" reports. | | **Security** | You just need to notify a group. | You need to **exclude** specific people if their name is mentioned. | | **Complexity** | You have a single "If/Then" rule. | You need nested logic (If A + B, but NOT C). | ### When to choose "Advanced" You should opt for an Advanced Automation whenever a simple rule would be too broad. If a simple rule would notify 10 people, but only 2 of them actually *need* to see that specific type of case, an Advanced Automation allows you to refine that logic so only the 2 correct people are alerted. > **Pro Tip:** Start simple. If you find yourself wanting to add "exceptions" to your simple rules, that is the perfect time to convert them into an Advanced Automation. - [Report Management](https://help.whispli.com/case-management/report-management#main-content) - [Collaborative Features](https://help.whispli.com/case-management/report-management#collaborative-features) - [Communication with the informant](https://help.whispli.com/case-management/report-management#communication-with-the-informant) - [Access Rights](https://help.whispli.com/case-management/report-management#access-rights) - [Notifications](https://help.whispli.com/case-management/report-management#notifications) - [File Management](https://help.whispli.com/case-management/report-management#file-management) - [Archiving and deletion](https://help.whispli.com/case-management/report-management#archiving-and-deletion) - [Participants](https://help.whispli.com/case-management/report-management#participants) - [Platform Configuration](https://help.whispli.com/case-management/platform-configuration#main-content) - [Page Configuration](https://help.whispli.com/case-management/platform-configuration#page-configuration) - [Channel Configuration](https://help.whispli.com/case-management/platform-configuration#channel-configuration) - [Workflow Configuration](https://help.whispli.com/case-management/platform-configuration#workflow-configuration) - [Automation Configuration](https://help.whispli.com/case-management/platform-configuration#automation-configuration) - [Tag Configuration](https://help.whispli.com/case-management/platform-configuration#tag-configuration) - [Retention Policies](https://help.whispli.com/case-management/platform-configuration#retention-policies) - [User Management](https://help.whispli.com/case-management/user-management#main-content) - [Roles & Permissions](https://help.whispli.com/case-management/user-management#roles-permissions) - [User Groups](https://help.whispli.com/case-management/user-management#user-groups) - [Guest Users](https://help.whispli.com/case-management/user-management#guest-users) - [Dashboard & Analytics](https://help.whispli.com/case-management/dashboard-analytics#main-content) - [Chart Configuration](https://help.whispli.com/case-management/dashboard-analytics#chart-configuration) - [Custom attributes/labels](https://help.whispli.com/case-management/dashboard-analytics#custom-attributes-labels) - [Dashboards](https://help.whispli.com/case-management/dashboard-analytics#dashboards) - [Security Features](https://help.whispli.com/case-management/security-features#main-content) - [Multiple Factor Authentication (MFA/2FA))](https://help.whispli.com/case-management/security-features#multiple-factor-authentication-mfa-2fa) - [General Information & Troubleshooting](https://help.whispli.com/case-management/general-information-troubleshooting) [![whispli_logo_horizontal_brand-2](https://help.whispli.com/hs-fs/hubfs/whispli_logo_horizontal_brand-2.png?width=120&height=34&name=whispli_logo_horizontal_brand-2.png "whispli_logo_horizontal_brand-2")](https://www.whispli.com) Copyright © 2025, Whispli