Automation without code. You describe it, dot sets it up.
Tell dot which rule, tasks or list you need. It sets it up, you check it. A rule or task only exists once you confirm on the card.
Call Michiel Peters about his quote
Lotte de Vries · today
Call Ingrid Hoekstra about her quote
Lotte de Vries · today
Say what you want.dot knows where it goes in stipt.
You ask for rules, tasks, lists and changes to a record in the chat with dot, in your own words. It uses your own statuses, templates and colleagues.
Rules
A rule in one sentence.
Describe when something should happen and what should happen then. dot finds the moment, the action and the right template and sets up the rule as a proposal. Only after Create rule is it in Studio.
- With your own statuses and templates
- dot never creates or publishes anything itself
- For admins, and for other roles with the Studio add‑on
I'll set this up with your template “Reschedule”. Is that right?
Appointment marked Did not happen → WhatsApp “Reschedule”
To the customer · once per appointment
dot sets up the rule for a WhatsApp to reschedule. It only exists after your click.
Tasks
From an answer to a list of tasks.
Ask dot what's going on first, then ask it to turn that into tasks. It puts them on one card, each linked to the right record and the right colleague, and only creates them once you confirm.
- Many at once too, as a follow‑up to a question
- Admins up to 50 tasks per proposal, other team members up to 5
- Only after you confirm are they in Tasks
Five. The oldest has been there for 12 days.
Call to plan a survey
Every request that's been waiting over a week gets a call task for Daan Visser.
Lists
A list without hunting for columns.
Ask for an order list for next week or all of this month's quotes by status. dot uses the sources and columns of Lists, runs the list first as a check and sets it up as your list, with a link.
- Ask for something extra and dot updates the same list
- Then edit, share or export to Excel as usual
- You switch on the Lists assistant yourself in Studio
It's ready as your list. I ran it first: 3 records, 5 products.
The order list has five products across three records, ready to order.
On the record
Update without searching.
On the record you have open, dot suggests changes: update a field, move the status or add an internal note. It carries them out once you confirm, the same way as by hand.
- A field, the status or an internal note
- First a card, then your click
- Your rules and the log still apply
Field Scaffolding
Not planned yetFri 9 Oct
Internal note
Scaffolder confirmed for Fri 9 Oct, the installation on Mon 12 Oct can go ahead.
Friday 9 October is in the Scaffolding field, with an internal note.
How a proposal works.You describe, dot sets up, you confirm.
Every rule dot builds for you goes through the same three steps. Creating it follows exactly the same paths as the screens in Studio.
When a work order is rejected, create a task to check it.
Who is the task for?
Work order rejected → task “Check work order”
For Lotte de Vries
Creates task “Check work order”
never run yet
Try it on Maintenance - Frank Huisman
Creates task “Check work order” for Lotte de Vries. Nothing is sent.
Never on its own
dot never creates or publishes a rule, workflow or template itself. Every proposal is a card with a button.
Choices on the card
If something isn't clear, dot asks on a choice card, for example who a task is for.
Try it first
On a recent record you see what a rule would do right now, with the real data. Nothing is sent or changed.
Who else is emailing?
If another rule already emails at the same moment, Try it tells you, with the name of that rule.
Every run with a reason
Rule runs shows what happened in each run, and in plain language why something didn't match.
Pause without deleting
The switch turns a rule off. It stays, with everything you set up.
Right there in Studio
What dot creates sits in Studio among your other rules, and you change it there as always.
Who can build
Rules and workflows through dot are for admins, and for other roles with the Studio add‑on.
Everything else dot handles.With the same card and the same click.
Besides rules, tasks and lists, dot prepares templates, workflows and your setup. Always as a proposal.
Templates in your style
Point at an existing email template and say which moments you want emails for. dot copies the tone, the form of address and the layout, with the sending rules if you like.
Records and status flows
Admins have dot set up the record structure, status flows and views, as an editable tree on the card.
Calendar and first form
Admins can also have dot set up a calendar with an appointment type and a first form, so you can get started straight away.
A workflow that stalls
When a workflow run fails, dot looks for the cause in the real run data, suggests a fix and can then start the run again.
Weekly reports
As an admin, say who manages what, and dot sets up a weekly report with a profile, day and time. You confirm, dot switches nothing on itself.
Why this status?
dot looks at the status history with its cause: which colleague, rule or self‑booking set the status.
Also in AI.What else dot does for you.
Frequently asked questionsAbout rules and tasks with dot.
Does dot create rules or tasks by itself?
No. dot sets up a proposal on a card and only creates something once you confirm. That goes for rules, workflows, templates, tasks and changes to a record. A list is set up straight away as your list; it doesn't change any of your data.
Who can build rules with dot?
Admins, and team members with the Studio add‑on. If you're not an admin and ask for a settings change, dot explains how it works and refers you to an admin for the change itself.
How many tasks can dot set up at once?
Admins up to 50 per proposal, other team members up to 5. Each task is linked to the right record and the right colleague.
Can dot schedule appointments?
No. dot can read the calendars, but scheduling, moving or blocking happens in the calendar itself. If you want customers to pick their own appointment, look at smart planning in the calendar.
How do I test a rule before it goes live?
Open the rule in Studio and choose Try it on a recent record. stipt shows what the rule would do right now, with the real data, without sending or changing anything.
Can dot update a list later?
Yes. Ask for something extra, like a column, a shorter period or another filter, and dot updates the same list instead of making a second one. The link stays the same.
From the knowledge base
Let dot set up the busywork.
In a demo we build a rule for your business together, in plain language.