Workflow automation
Automate routine follow-up from the records your team already uses
Start from supported record events, matching conditions, schedules or form submissions. Email selected people or create a task, then check every run in History.
No credit card required
Read how these teams run MapTrack
Co-Founder & GM of Operations
Follow-up you can see on the record
- Record events
- conditions & submissions
- 2 enabled actions
- email or create task
- History
- run & action status
Does MapTrack email us before a service is due?
MapTrack app · Demonstration data · Captured
See reminder emails
When a maintenance schedule has an assigned person, MapTrack emails them when a service falls due within 7 days.
MapTrack app · Demonstration data · Captured
See the schedules
Create a task or work order with configured priority, timing and assignment details.
MapTrack app · Demonstration data · Captured
See the actions
Overdue check-outs, audits and Requests can send reminder emails too.
MapTrack app · Demonstration data · Captured
See email settings
Send email to selected people, create a task or work order, then review the outcome in History.
MapTrack app · Demonstration data · Captured
See what happens next
Trace a failed answer through to the corrective job
A notification rule is useful when your team can explain what triggered it and see the result. Configure the specific event and answer, then verify the individual run.
1. Choose the event and condition
Select the source, such as a submitted form or Request, and narrow the rule to the relevant result or status. Use conditions to avoid creating a job for every routine submission.
2. Choose the enabled action
Use Alert / Notification for email or Create task for a task or work order. Check the recipient, assignee and due-date configuration before activation.
3. Test both sides of the rule
Save as Draft while setting it up. Activate it for a controlled test and submit one matching and one non-matching result. Confirm the intended outcome in History and on the resulting record.
4. Investigate an exception in History
Open the run and inspect each action status. Check the trigger, conditions and recipient details before retrying. If MapTrack has disabled the automation, use the displayed support path.
Setup and limits
- These app automation notifications are email. Push and SMS notifications are available through MapTrack Telematics.
- Automation execution requires a connection. The current app action picker does not enable new webhook actions.
Trusted by construction, civil and mining teams
Build an automation in three clear steps
Choose the record event, narrow it with conditions or timing when needed, then choose what MapTrack should do.
1. Choose a source and event
Start from a supported asset, assignment, audit, person, location or form-submission event.
Pick the record change →2. Add logic or timing
Use AND or OR conditions, Matching Conditions, or a schedule tied to a supported date field.
Define when it should run →3. Choose an enabled action
Send email to selected people, create a task or work order, then review the outcome in History.
Choose what happens next →Product walkthrough
A rule you can inspect from start to finish
The configuration shows the source, event, conditions, schedule and actions. History shows what ran and how each action finished.
Configuration
Define the rule
- Source
- A supported MapTrack record
- Trigger
- A record event or Matching Conditions
- Conditions
- Optional AND or OR group
- Schedule
- Optional date offset and repeat
- Actions
- Email selected people or Create task
History
Check the outcome
See one entry for each automation run
Open a run to inspect every action
Check pending, scheduled, completed or failed status
Cancel a pending or scheduled run when needed
Automation
Follow up when a record changes
When
An asset is edited
If
Status matches a condition
Then
Email selected people
And
Create a task
Matching Conditions
Run when a supported record matches your rule
Start from an asset, assignment, audit, person or location, then use the fields available for that source. Add AND or OR logic when one condition isn't enough.
See the setup steps →Example rule structure
When
An asset is edited
If
Its status matches the selected value
Then
Email the selected people
Recipient
Selected Person records
Notification email
Sent when the automation action runs
Notification action
Email the people who need the update
Choose one or more Person records as recipients. For supported sources, you can also include the person connected to the triggering record. Automation notifications are email only.
Create your first automation →Reminder emails
Does MapTrack email us before a service is due?
Yes. When a maintenance schedule has an assigned person, MapTrack emails them when a service falls due within 7 days. Overdue check-outs, audits and Requests can send reminder emails too.
An angle grinder’s record: who has it and what is due
The grinder’s record shows who has it and when it is due back, flags its overdue test and tag, and keeps its make, model, serial and purchase details.
MapTrack app · Demonstration data · Captured
About this screenshot
Captured at a 1440 x 900 desktop viewport at 2x in a demonstration workspace, right of the sidebar, cropped above the record’s notes and activity.
Every maintenance schedule, with how it is tracking
Each schedule shows how many assets it covers, its compliance, its interval in time or hours, and when it is next due.
MapTrack app · Demonstration data · Captured
About this screenshot
Captured at a 1440 x 900 desktop viewport at 2x in a demonstration workspace, right of the sidebar.
Choose the assignment emails you need
Each switch controls one of your email preferences. Assignment summary is off in this example, while the due-soon, overdue and upcoming-request emails are on.
MapTrack app · Demonstration data · Captured
About this screenshot
Demonstration personal settings. Category counts and defaults can differ depending on your involvement in the work.
Choose what happens next
Send email
Send a notification email to one or more selected Person records.
Learn more →Create a task
Create a task or work order with configured priority, timing and assignment details.
Learn more →Webhook
The Webhook option is visible in the action picker but is currently unavailable.
Learn more →Review History
Open a run to see the status and result of every action MapTrack attempted.
Learn more →Clear boundaries make automations reliable
Turn a repeated follow-up into a clear rule
Start with one supported record event, one action and a simple test. Check History before you expand the workflow.
- No credit card required
- Unlimited users
Frequently asked questions
Build your first automation with a clear test case
We'll help you choose a supported source, event and action, then verify the result in History.
- No credit card required
- Unlimited users