Compass checks these rules in the background every couple of minutes. When one matches, it drafts the configured content with AI (or creates a follow-up task if no API key is set yet) and logs it below. A rule can optionally send the drafted email automatically with no human review — off by default; turn it on per rule only once you trust it.
Outbound email isn't configured yet, so auto-send won't do anything until you set it up — see Settings.
Rules
| Rule | Trigger | Action | Last ran | Active | Auto-send |
|---|---|---|---|---|---|
| Hot lead → draft follow-up | Lead score ≥ 70 | FollowUpEmail | Nov 4, 2:09 AM | ||
| Renewal in 45 days → draft recap | Renewal within 45 days | RenewalRecap | Nov 4, 2:09 AM | ||
| Health score drop → re-engage | Health score ≤ 50 | ReEngagement | Nov 4, 2:09 AM |
Run history
| Rule | Target | Summary | Status | When |
|---|---|---|---|---|
| Hot lead → draft follow-up | Highland Grounds Maintenance | Highland Grounds Maintenance crossed a lead score of 70 (now 87). No API key configured — created a follow-up task instead. | Completed | Nov 3, 11:44 PM |
| Health score drop → re-engage | Sunshine State Civil | Sunshine State Civil's health score dropped to 46. No API key configured — created a follow-up task instead. | Completed | Nov 3, 11:42 PM |
| Renewal in 45 days → draft recap | Toowoomba Turf Solutions | Toowoomba Turf Solutions renews Sep 10, 2026 (within 45 days). No API key configured — created a follow-up task instead. | Completed | Nov 3, 11:42 PM |
| Renewal in 45 days → draft recap | Sunshine State Civil | Sunshine State Civil renews Aug 26, 2026 (within 45 days). No API key configured — created a follow-up task instead. | Completed | Nov 3, 11:42 PM |
| Hot lead → draft follow-up | Gold Coast Hardscapes | Gold Coast Hardscapes crossed a lead score of 70 (now 100). No API key configured — created a follow-up task instead. | Completed | Nov 3, 11:42 PM |
| Hot lead → draft follow-up | Brisbane Turf & Turf | Brisbane Turf & Turf crossed a lead score of 70 (now 100). No API key configured — created a follow-up task instead. | Completed | Nov 3, 11:42 PM |
| Hot lead → draft follow-up | Sunshine Coast Landscaping Co | Sunshine Coast Landscaping Co crossed a lead score of 70 (now 100). No API key configured — created a follow-up task instead. | Completed | Nov 3, 11:42 PM |
| Hot lead → draft follow-up | Highland Grounds Maintenance | Highland Grounds Maintenance crossed a lead score of 70 (now 87). No API key configured — created a follow-up task instead. | Completed | Oct 31, 10:35 PM |
| Health score drop → re-engage | Sunshine State Civil | Sunshine State Civil's health score dropped to 46. No API key configured — created a follow-up task instead. | Completed | Oct 31, 10:33 PM |
| Renewal in 45 days → draft recap | Toowoomba Turf Solutions | Toowoomba Turf Solutions renews Sep 10, 2026 (within 45 days). No API key configured — created a follow-up task instead. | Completed | Oct 31, 10:33 PM |
| Renewal in 45 days → draft recap | Sunshine State Civil | Sunshine State Civil renews Aug 26, 2026 (within 45 days). No API key configured — created a follow-up task instead. | Completed | Oct 31, 10:33 PM |
| Hot lead → draft follow-up | Gold Coast Hardscapes | Gold Coast Hardscapes crossed a lead score of 70 (now 100). No API key configured — created a follow-up task instead. | Completed | Oct 31, 10:33 PM |
| Hot lead → draft follow-up | Brisbane Turf & Turf | Brisbane Turf & Turf crossed a lead score of 70 (now 100). No API key configured — created a follow-up task instead. | Completed | Oct 31, 10:33 PM |
| Hot lead → draft follow-up | Sunshine Coast Landscaping Co | Sunshine Coast Landscaping Co crossed a lead score of 70 (now 100). No API key configured — created a follow-up task instead. | Completed | Oct 31, 10:33 PM |
| Hot lead → draft follow-up | Highland Grounds Maintenance | Highland Grounds Maintenance crossed a lead score of 70 (now 87). No API key configured — created a follow-up task instead. | Completed | Oct 28, 6:08 PM |
| Health score drop → re-engage | Sunshine State Civil | Sunshine State Civil's health score dropped to 46. No API key configured — created a follow-up task instead. | Completed | Oct 28, 6:06 PM |
| Renewal in 45 days → draft recap | Toowoomba Turf Solutions | Toowoomba Turf Solutions renews Sep 10, 2026 (within 45 days). No API key configured — created a follow-up task instead. | Completed | Oct 28, 6:06 PM |
| Renewal in 45 days → draft recap | Sunshine State Civil | Sunshine State Civil renews Aug 26, 2026 (within 45 days). No API key configured — created a follow-up task instead. | Completed | Oct 28, 6:06 PM |
| Hot lead → draft follow-up | Gold Coast Hardscapes | Gold Coast Hardscapes crossed a lead score of 70 (now 100). No API key configured — created a follow-up task instead. | Completed | Oct 28, 6:06 PM |
| Hot lead → draft follow-up | Brisbane Turf & Turf | Brisbane Turf & Turf crossed a lead score of 70 (now 100). No API key configured — created a follow-up task instead. | Completed | Oct 28, 6:06 PM |
| Hot lead → draft follow-up | Sunshine Coast Landscaping Co | Sunshine Coast Landscaping Co crossed a lead score of 70 (now 100). No API key configured — created a follow-up task instead. | Completed | Oct 28, 6:06 PM |
| Hot lead → draft follow-up | Highland Grounds Maintenance | Highland Grounds Maintenance crossed a lead score of 70 (now 87). No API key configured — created a follow-up task instead. | Completed | Oct 25, 11:23 AM |
| Health score drop → re-engage | Sunshine State Civil | Sunshine State Civil's health score dropped to 46. No API key configured — created a follow-up task instead. | Completed | Oct 25, 11:21 AM |
| Renewal in 45 days → draft recap | Toowoomba Turf Solutions | Toowoomba Turf Solutions renews Sep 10, 2026 (within 45 days). No API key configured — created a follow-up task instead. | Completed | Oct 25, 11:21 AM |
| Renewal in 45 days → draft recap | Sunshine State Civil | Sunshine State Civil renews Aug 26, 2026 (within 45 days). No API key configured — created a follow-up task instead. | Completed | Oct 25, 11:21 AM |
| Hot lead → draft follow-up | Gold Coast Hardscapes | Gold Coast Hardscapes crossed a lead score of 70 (now 100). No API key configured — created a follow-up task instead. | Completed | Oct 25, 11:21 AM |
| Hot lead → draft follow-up | Brisbane Turf & Turf | Brisbane Turf & Turf crossed a lead score of 70 (now 100). No API key configured — created a follow-up task instead. | Completed | Oct 25, 11:21 AM |
| Hot lead → draft follow-up | Sunshine Coast Landscaping Co | Sunshine Coast Landscaping Co crossed a lead score of 70 (now 100). No API key configured — created a follow-up task instead. | Completed | Oct 25, 11:21 AM |
| Hot lead → draft follow-up | Highland Grounds Maintenance | Highland Grounds Maintenance crossed a lead score of 70 (now 87). No API key configured — created a follow-up task instead. | Completed | Oct 21, 6:53 AM |
| Health score drop → re-engage | Sunshine State Civil | Sunshine State Civil's health score dropped to 46. No API key configured — created a follow-up task instead. | Completed | Oct 21, 6:51 AM |
| Renewal in 45 days → draft recap | Toowoomba Turf Solutions | Toowoomba Turf Solutions renews Sep 10, 2026 (within 45 days). No API key configured — created a follow-up task instead. | Completed | Oct 21, 6:51 AM |
| Renewal in 45 days → draft recap | Sunshine State Civil | Sunshine State Civil renews Aug 26, 2026 (within 45 days). No API key configured — created a follow-up task instead. | Completed | Oct 21, 6:51 AM |
| Hot lead → draft follow-up | Gold Coast Hardscapes | Gold Coast Hardscapes crossed a lead score of 70 (now 100). No API key configured — created a follow-up task instead. | Completed | Oct 21, 6:51 AM |
| Hot lead → draft follow-up | Brisbane Turf & Turf | Brisbane Turf & Turf crossed a lead score of 70 (now 100). No API key configured — created a follow-up task instead. | Completed | Oct 21, 6:51 AM |
| Hot lead → draft follow-up | Sunshine Coast Landscaping Co | Sunshine Coast Landscaping Co crossed a lead score of 70 (now 100). No API key configured — created a follow-up task instead. | Completed | Oct 21, 6:51 AM |
| Hot lead → draft follow-up | Highland Grounds Maintenance | Highland Grounds Maintenance crossed a lead score of 70 (now 87). No API key configured — created a follow-up task instead. | Completed | Oct 18, 12:42 AM |
| Health score drop → re-engage | Sunshine State Civil | Sunshine State Civil's health score dropped to 46. No API key configured — created a follow-up task instead. | Completed | Oct 18, 12:40 AM |
| Renewal in 45 days → draft recap | Toowoomba Turf Solutions | Toowoomba Turf Solutions renews Sep 10, 2026 (within 45 days). No API key configured — created a follow-up task instead. | Completed | Oct 18, 12:40 AM |
| Renewal in 45 days → draft recap | Sunshine State Civil | Sunshine State Civil renews Aug 26, 2026 (within 45 days). No API key configured — created a follow-up task instead. | Completed | Oct 18, 12:40 AM |
| Hot lead → draft follow-up | Gold Coast Hardscapes | Gold Coast Hardscapes crossed a lead score of 70 (now 100). No API key configured — created a follow-up task instead. | Completed | Oct 18, 12:40 AM |
| Hot lead → draft follow-up | Brisbane Turf & Turf | Brisbane Turf & Turf crossed a lead score of 70 (now 100). No API key configured — created a follow-up task instead. | Completed | Oct 18, 12:40 AM |
| Hot lead → draft follow-up | Sunshine Coast Landscaping Co | Sunshine Coast Landscaping Co crossed a lead score of 70 (now 100). No API key configured — created a follow-up task instead. | Completed | Oct 18, 12:40 AM |
| Hot lead → draft follow-up | Highland Grounds Maintenance | Highland Grounds Maintenance crossed a lead score of 70 (now 87). No API key configured — created a follow-up task instead. | Completed | Oct 15, 12:04 AM |
| Health score drop → re-engage | Sunshine State Civil | Sunshine State Civil's health score dropped to 46. No API key configured — created a follow-up task instead. | Completed | Oct 15, 12:02 AM |
| Renewal in 45 days → draft recap | Toowoomba Turf Solutions | Toowoomba Turf Solutions renews Sep 10, 2026 (within 45 days). No API key configured — created a follow-up task instead. | Completed | Oct 15, 12:02 AM |
| Renewal in 45 days → draft recap | Sunshine State Civil | Sunshine State Civil renews Aug 26, 2026 (within 45 days). No API key configured — created a follow-up task instead. | Completed | Oct 15, 12:02 AM |
| Hot lead → draft follow-up | Gold Coast Hardscapes | Gold Coast Hardscapes crossed a lead score of 70 (now 100). No API key configured — created a follow-up task instead. | Completed | Oct 15, 12:02 AM |
| Hot lead → draft follow-up | Brisbane Turf & Turf | Brisbane Turf & Turf crossed a lead score of 70 (now 100). No API key configured — created a follow-up task instead. | Completed | Oct 15, 12:02 AM |
| Hot lead → draft follow-up | Sunshine Coast Landscaping Co | Sunshine Coast Landscaping Co crossed a lead score of 70 (now 100). No API key configured — created a follow-up task instead. | Completed | Oct 15, 12:02 AM |
| Hot lead → draft follow-up | Highland Grounds Maintenance | Highland Grounds Maintenance crossed a lead score of 70 (now 87). No API key configured — created a follow-up task instead. | Completed | Oct 11, 4:29 AM |