Automation Packs

Packs bundle workflows — actions Effi can plan and run with your approval (for example overdue payment reminders or duplicate expense checks). Unlike Rules, you do not turn each workflow on or off on this page; you choose a pack as a set.

Where to find it

Effi Automation → Packs tab.

In short: Rules are checks; Packs install workflows.

What you can do

See which pack is active
See workflows included in the pack, grouped by area
Switch pack when more than one pack is offered for your plan
Approve or dismiss workflow goals in the Action Center or chat

Packs available today

Base Pack

Available on Free and Pro. Sensible defaults for invoicing and expenses. Includes workflows such as:

Send overdue reminder — draft and send payment reminders for overdue invoices (with your approval)
Duplicate expense detection — flag possible duplicate expenses

Only packs shown in the app can be selected. More packs may appear later for your workspace.

Typical workflows

See what your pack unlocks

Open Effi Automation → Packs
Review the active pack and its workflow list by section
Note which areas (receivables, expenses, and so on) have workflows

Switch pack (when multiple are listed)

Open the Packs tab
Choose another available pack
Confirm the switch — the workflows update to that pack’s set

Run a pack workflow

Ask Effi in chat (for example to send overdue reminders), or wait for a scheduled goal
Review the proposed plan in chat or Action Center
Approve to continue, or dismiss if you do not want it

Many pack workflows send emails to clients and need your approval before sending. See Invoice overdue reminders for a full walkthrough.

How Packs relate to Rules

	Rules	Packs
Control	Per-rule On/Off	Switch whole pack
Typical result	Alerts, insights, inbox reports	Goals with steps (often email or multi-step)
Example	Overdue invoices monitor	Send overdue reminder workflow

You usually want both: Rules to notice problems, Packs to act with your say-so.

Notes

There are no per-workflow on/off switches on the Packs tab today
If only Base Pack is listed, that is expected until more packs are rolled out
Turning off a related Rule does not remove the pack workflow — they are separate controls

FAQ

Can I turn off just one workflow inside a pack?

Not on this page. Packs switch as a bundle. Use Rules to mute individual checks; for workflows, approve or dismiss each goal as it appears.

Do pack workflows use AI credits?

Planning and running AI-assisted goals can use credits. Check Settings → Subscription.

Where do I approve a reminder email before it goes out?

In the Action Center (Goals) or in the chat approval panel when Effi presents the plan.

Effi Automation — overview
Automation Rules — checks
AI Workflows — goals and approvals