Automation

Revari notices the work you keep repeating, and offers you a faster way.

When someone does the same thing by hand over and over, Revari either points them to the feature that already handles it or fills in a rule for them to check. Each suggestion shows roughly how many hours it would save.

  • There's nothing to set upIt works from what your team already does in Revari.
  • You see the time it costsThe card counts how often it happens and how much time that adds up to in a month.
  • You decide what runsNothing runs until someone reviews it and presses Create.
revarios.com/today
Good morning, Cassie
Today
3 tasks due
Call Front Range Freight10:30
Send revised quote to Pikes CartageDue today
Proposal follow-up: Summit Cold ChainDue today
Renewal check-in: Mesa Parcel Co.Fri
Revari suggests
Automation
A task after moving a deal to Proposal

You create the same follow-up task by hand each time a deal reaches Proposal. A rule can create it for you.

  • Done 23 times in the last 30 days
  • About 3.8 hours a month by hand
  • Saves about 3.8 hours a month (est.)
Review & createLaterNot for me ▾
revarios.com/automation
New rule
Filled in from a suggestion
NameFollow-up task at Proposal
WhenA deal moves to a stage
StageProposal
ThenCreate a task
TaskFollow up on the proposal · due in 2 days
Applies toMy deals only
CancelCreate rule
revarios.com/today
Revari suggests
Tip
You open the pipeline report every morning

A scheduled report can email it to you every morning.

  • Done 19 times in the last 30 days
  • Saves about 1.2 hours a month (est.)
Show meLaterNot for me ▾
Why hide this?Not usefulI do this another wayDon't automate thisJust hide it
Feature idea
Copying contacts between two accounts

Would this save you time? Tell us, and it helps shape what we build next.

I'd use thisNot needed
revarios.com/console
Automation impact
Last 30 days
17.4Hours saved (est.)
4Rules working
9Suggestions accepted
3Turned down
Rules that fired
RuleOriginFiresHours saved
Follow-up task at ProposalSuggestion589.6
Approval below the price floorBy hand211.8
Log a note when a deal is wonSuggestion172.3
Remind the owner of overdue tasksBy hand443.7
How it works

Suggestions come to you

Suggestions show up on Today and above your Hey Revari conversation, each with the numbers behind it.

01 · Notice

Revari spots what you repeat

Maybe you type the same task after every stage move, or open the same few pages to answer one question. Revari finds each person's own repeats and shows them on Today, in a card with the count and the time it costs.

02 · Review

A rule, already filled in

Review & create opens the rule editor with everything filled in and set to your own deals. Change whatever you like, then press Create when it looks right.

03 · Choose

A shortcut, a rule or an idea

If Revari already does it, the card takes you there, and if it's an idea for something new, you can tell us you'd use it. Pick Not for me and Revari asks why, so it can suggest better next time. Later hides the card for two weeks.

04 · Measure

See what it saved

Admins see which rules fired, how often, and the hours they saved, alongside how many suggestions people took or turned down. Every hours figure is labelled as an estimate.

Three kinds of help

What a suggestion can turn into

Tip

You already have this

You're doing by hand something Revari already does, like running the same report every morning. The card names the feature and takes you to it.

Automation

Let a rule do it

A rule filled in from what you actually do, set to your own deals. Once you create it, it's an ordinary rule you can edit or switch off.

Feature idea

We should build this

When people keep repeating a task, they can tell us they'd like it automated. Those votes shape what we build next.

Rules

Build your own rules, too

Admins can also write rules from scratch in the same editor: choose what to watch for, then what Revari should do when it happens. Here's what you can choose from.

When
  • A deal moves to a stage
  • A deal is won
  • A quote is priced below its floor
  • A task goes overdue
  • A campaign finishes sending
Then
  • Create a task
  • Ask a sales leader to approve
  • Send a notification
  • Log an activity on the record
Alerts
  • A rep falls behind quota
  • The pipeline gets too thin to reach the target
  • A deal sits untouched (14 days by default)
Your team's privacy

What Revari looks at, and who sees it

Revari works from what people already do in it: the records they change and the pages they open. It never records keystrokes or screens.

Your suggestions are only shown to you.

Managers and admins see where the team's time goes, as totals with nobody named.

Accepting, snoozing or dismissing a suggestion is logged in the audit trail, and a rule made from a suggestion goes through the same steps as one made by hand.

Questions

Common questions

Does anything change on its own?

Only when you say so. A tip takes you to the right page, and a feature idea records your vote. An automation opens the rule editor already filled in, and the rule is created when you press Create.

Is there anything to set up?

No. Revari works from the activity already in your workspace, and each suggestion comes from something a person has repeated often enough to be a real pattern.

How are hours saved worked out?

For a suggestion: how often it happens in a month, times the typical time it takes (counted at no more than 30 minutes). For a rule: each time it runs, times the minutes the suggestion measured, or 5 minutes for rules written by hand. Both are estimates and say so.

Is AI watching my team?

No. Revari finds patterns by counting what happens in your workspace. Where AI is switched on, it only rewrites the wording of a suggestion Revari has already found, and it works from the counts alone.