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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.