Clean up planning cards
Cleans up future planning cards per team according to set rules, or notifies the team via email.
Overview
Planning cards for future days require consistent handling for each team. This automation applies each team's specific rule—either deleting a card or sending the team a notification email—and only for teams that have reached their activation date. Administrators receive a full log of all actions taken.
What has changed
- Planners spend less time manually cleaning up cards
- Each team's rule is applied consistently every night
- Every action is logged and traceable
At a glance
In één oogopslag
Overzicht
Planning cards for future days require consistent handling for each team. This automation applies each team's specific rule—either deleting a card or sending the team a notification email—and only for teams that have reached their activation date. Administrators receive a full log of all actions taken.
Wat er verandert
- Planners spend less time manually cleaning up cards
- Each team's rule is applied consistently every night
- Every action is logged and traceable
How it works.
What it does per team
- Logs into PUUR and loads the teams to be processed
- Skips teams that have not yet reached their activation date
- Retrieves routes and planning statuses for the target dates
- Deletes cards or marks them for a notification email, per team rule
- Emails the team contact person with the relevant card IDs and dates
- Emails the consolidated log to the administrators
Rules
Each team has its own configuration rules: depending on these, a card is either deleted or the team receives a notification email. A team is only processed once its activation date has been reached. Every run follows the same logic and is logged for review, leaving no room for guesswork.
Check out other automations.
Frequently asked questions.
No. The digital colleague works in the screens and systems your team already uses, whether they are legacy applications without an API or modern ones, so there is nothing to replace.
Yarado builds it, runs it and monitors it. When a screen or a system changes, we adjust the automation, so your team needs no developer or automation skills of its own.
Yes. Every run is recorded in the Yarado portal, where you can see which processes ran, when they last ran, what they produced and what went wrong. Depending on the automation, the processing log is also emailed to the team that needs it.
Yarado monitors every run and is alerted automatically when one fails, so a problem is picked up on our side. Cases that need a person are reported to your team with the reason, in the portal or by email.
Yes. Automations are built around your own steps and systems, and this page is just one example of what is possible. A first automation is typically live in weeks, not months.