Automated Scenarios
In a company, processes often repeat themselves: sending a document, notifying a team, triggering a sequence of actions… Without automation, these tasks quickly become a source of forgotten steps, errors, or wasted time. Otilus simplifies all of this thanks to Scenarios, which automate actions for you at the right moment.
What is a Scenario?
A Scenario in Otilus is a set of automatic actions triggered when a card reaches a specific stage of a project.
In practical terms, when a card is moved to a given column, Otilus can automatically trigger the appropriate actions depending on the card type and the project phase.
Scenarios are configured in advance by the team manager from the configuration area, ensuring that each process runs consistently for all users.
Scenario actions in practice
Automatic task creation
When a manager creates a Scenario, they define its behavior. For example, Otilus can automatically add tasks when a card of a certain type reaches a specific column in a given board.
Example: all cards of type “Quote” or “Invoice” automatically create the task “Send the document to the client by email” for the administrative team when they move to the “Draft completed” column.
Once the Scenario has been configured by the manager, using it is very simple: just move the card to the right place.
Otilus then displays a message asking whether you want to execute the Scenario. Confirm it… and the actions launch automatically.
Other possibilities offered by Scenarios
- Automatic card movement: a Scenario can transfer a card to another board, for example to a quality control or final validation space.
- Cross-team coordination: several Scenarios can be chained together to structure a complete process, without repeated manual intervention.
Create your own Scenarios
Scenarios are fully customizable, but their creation and modification are reserved for managers to ensure process consistency.
When properly configured, they allow you to:
- Automate repetitive tasks and reduce oversights
- Ensure compliance with internal procedures
- Adapt Otilus to your real organization, not the other way around
With Scenarios, Otilus does more than organize your projects: it executes your processes alongside you. Fewer oversights, less micro-management, and smoother teamwork.