Create simple "if this, then that" workflows to reduce manual coordination, standardize recurring processes, and keep projects moving automatically without writing code.
Available for all Birdview plans in public preview through Feature Labs
Create consistent processes for project intake, approvals, assignments, reminders, and delivery workflows across teams and projects.
Reduce manual follow-ups, status updates, notifications, and repetitive administrative work inside Birdview.
Use a visual automation builder to configure triggers, conditions, and actions directly inside Birdview. No development resources required.
With Birdview Internal Automations, users can configure, test, activate, and manage automations directly inside Birdview without writing code or relying on external development resources.
Internal automations help teams reduce manual coordination, keep workflows consistent as projects scale, and improve visibility across projects, teams, and handoffs.
Triggers define when the automation starts. Birdview reacts automatically to project updates, activity changes, approvals, assignments, deadlines, time logs, expenses, messages, and scheduled dates.
Conditions help refine when the automation should continue. Use filters and property-based logic to make sure workflows run only when the right criteria are met.
Actions define what Birdview should do after triggers and conditions match. Automate repetitive updates, assignments, notifications, reminders, and other operational tasks directly inside Birdview.
Automatically remind team members to log their hours every Friday if the weekly total is below target.
Trigger
Every Friday
Runs automatically every Friday to check each team member's hours logged in the past 5 days.
Condition
Logged hours < 40
Continue only if the user logged fewer than 40 hours during the previous 5 days.
Action
Send reminder email to the user
The user receives an automated reminder email to complete their time logs before the weekend.
Send automated reminders to team members about activities due within 2 days, Monday through Friday.
Trigger
Mon – Fri reminder check
Runs every weekday to check for activities nearing their deadline.
Condition
Activity ends in < 2 days
Continue only if the activity deadline is within the next 2 days.
Action
Send reminder email to the user
The assignee receives an automated reminder about the upcoming activity deadline.
Automatically alert managers when a team member has fewer than 40 hours logged for the previous week.
Trigger
Mon – Fri timesheet check
Runs every weekday to check hours logged by each team member in the previous week.
Condition
Logged hours < 40
Continue only if the user logged fewer than 40 hours during the previous week.
Action
Send reminder email to the manager
The manager receives an automated alert to follow up with the team member.
Automatically warn project teams every Sunday when a project is ending within 2 days so nothing slips through.
Trigger
Sunday reminder check
Runs every Sunday to scan for projects ending within the next 2 days.
Condition
Project ends in < 2 days
Continue only if the project end date is within the next 2 days.
Action
Send reminder email to the user
The project team receives an automated alert about the approaching project deadline.
Birdview Internal Automations is a built-in workflow automation feature that helps teams automate repetitive processes directly inside Birdview using simple “if this, then that" logic. Users can create workflows based on project updates, activity changes, approvals, deadlines, assignments, time logs, expenses, and other events inside Birdview.
No. Birdview Internal Automations uses a visual no-code builder where users can configure triggers, conditions, and actions without development resources or scripting.
Automations can be triggered by project, activity, message, time entry, expense, or calendar-based events. Examples include project creation, activity completion, assignee changes, approval updates, expenses, deadlines, or scheduled recurring dates.
Yes. Users can add optional conditions to control when workflows should continue. Conditions can use statuses, portfolios, assignees, dates, custom fields, approval states, expense amounts, and property changes.
Automations can create or update projects and activities, assign users, complete activities, send notifications or emails, add messages, create time logs or expenses, and update project activities automatically.
Automations can use both native Birdview fields and custom fields in triggers, conditions, and actions.
Yes. Users can disable entire automations or individual action steps without deleting the workflow configuration.
Yes. Birdview allows users to test triggers, conditions, and actions before activating workflows to help validate automation behavior and configuration.
Birdview Internal Automations includes debounce logic for selected actions. If multiple rapid updates happen to the same entity, Birdview waits briefly and executes the automation once using the latest entity state.
Birdview Internal Automations is designed for workflows inside Birdview. For automation between Birdview and external platforms, teams can use external workflow automation integrations to connect CRM, accounting, communication, and other business tools.
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