Effi Automation

Effi Automation is where you control what Effi watches and runs for your workspace — background checks (Rules) and workflow bundles (Packs). Alerts and suggested goals show up in the Action Center. You can also ask Effi in chat for some on-demand reports.

Where to find it

Open Effi Automation in the sidebar.

The page has two tabs:

Rules — checks you can turn on or off one by one
Packs — workflow bundles you switch as a set

Available on Free and Pro. Some rules and pack workflows require Pro.

What you can do

Browse rules grouped by area (receivables, expenses, cash planning, month-end, approvals)
Enable or disable individual rules
See each rule’s schedule, last run, and status
Open the Packs tab to see your active pack and switch packs when more than one is offered
Follow up on alerts and goals in the Action Center

How Rules and Packs differ

	Rules	Packs
What they are	Checks, insights, and reports	Workflows (often with approval steps)
Control	Turn each rule on or off	Switch the whole pack
Where results show	Action Center, inbox, chat	Goals in Action Center or chat

Typical workflows

Open automation settings

Click Effi Automation in the sidebar
Start on the Rules tab to review what Effi is checking
Switch to Packs to see which workflow bundle is active

Mute a noisy rule

Find the rule in its section (for example Receivables & invoicing)
Turn the On/Off toggle off
The rule stops running until you turn it back on

Act on something Effi found

Open Action Center from the sidebar
Review the alert or suggested goal
Approve, dismiss, or open the related invoice or expense

Notes

Schedule times are shown on each rule but cannot be changed in the app today
Detailed thresholds (for example “alert after N days”) are not editable yet — only on or off
If a rule is off, it will not create new alerts until you turn it back on

Automation Rules — checks, schedules, and toggles
Automation Packs — workflow bundles
AI Workflows — goals, approvals, and the Action Center