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Automation Capabilities

Rise doesn't just show users what to do—it can do it for them.

From Guidance to Automation​

Traditional tools show tooltips: "Click here, then here, then here."

Rise can execute actions when intent is clear:

  • Prefill form fields
  • Navigate to the right page
  • Execute simple workflows
  • Complete repetitive tasks

When Automation Triggers​

Rise automates when:

  1. Intent is clear - High confidence about user's goal
  2. User grants permission - Explicit or implicit consent
  3. Action is safe - Non-destructive, reversible operation
  4. User is stuck - Multiple failed attempts or confusion signals

Automation Levels​

Level 1: Smart Prefill​

Rise fills in predictable or repetitive data:

Examples:

  • Copy company name from profile to form
  • Prefill date with "today" for daily reports
  • Auto-populate previous selections

User Experience:

User starts filling form → Rise prefills known fields → User reviews and submits

Level 2: Guided Shortcuts​

Rise completes multi-step tasks in one action:

Examples:

  • "Create report from template" → Auto-fills settings, selects data, generates report
  • "Invite team member" → Opens form, prefills company domain, suggests role

User Experience:

User indicates intent → Rise asks "Create monthly report with usual settings?" → User confirms → Done

Level 3: Proactive Automation​

Rise anticipates needs and offers to help:

Examples:

  • Detects weekly report pattern → "Generate this week's report now?"
  • User about to miss deadline → "Submit pending items?"
  • Repetitive task detected → "Automate this going forward?"

User Experience:

Rise detects pattern → Offers automation → User enables → Rise handles it

Automation Safety​

Permission Model​

Explicit Permission: User actively confirms automation

"Pre-fill this form with your company details?"
[Yes] [No] [Always for this form]

Implicit Permission: User enables automation mode

Settings > Automation > "Let Rise complete repetitive tasks"

Per-Action Permission: Some actions always require confirmation

  • Data deletion
  • Payments or billing
  • Account changes
  • External communications

Reversibility​

All automated actions are reversible:

  • Undo button appears immediately after automation
  • Activity log shows what Rise did
  • Revert option available in history

Audit Trail​

Every automated action is logged:

Action: Prefilled export form
Timestamp: 2024-10-16 14:23:10
Fields Modified:
  - date_range: "Last 30 days"
  - format: "CSV"
  - include_metadata: true
User Action Required: Review and confirm

Setting Up Automation​

1. Enable in Job Configuration​

When creating a Job, set automation level:

Job: Complete Monthly Report
Automation:
  Level: Guided Shortcuts
  Actions:
    - Prefill date range (current month)
    - Select standard template
    - Pre-populate filters from last month
  Requires Confirmation: Yes

2. Define Safe Actions​

Specify what Rise can automate:

Allowed Actions:
  - prefill_form_field
  - navigate_to_page
  - apply_filter
  - select_template

Prohibited Actions:
  - delete_data
  - submit_payment
  - send_email
  - change_settings

3. Set Confidence Threshold​

How certain should Rise be before automating?

Confidence Threshold: 85%
Fallback: If confidence < 85%, show guidance instead

Automation Examples​

Example 1: CSV Export Automation​

User Journey Before:

  1. Navigate to Data page
  2. Click Export button
  3. Select date range
  4. Choose format (CSV)
  5. Select columns
  6. Click Download

With Rise Automation:

User on Data page → Rise detects export intent →
"Export current data as CSV?" → User clicks Yes → Done

Rise Actions:

  • Detected: User viewing data table, has exported similar data 3x before
  • Prefilled: Last 30 days, CSV format, same columns as before
  • Executed: Generated and downloaded file
  • Time saved: ~45 seconds per export

Example 2: Report Creation​

User Journey Before:

  1. Navigate to Reports
  2. Click "New Report"
  3. Select report type
  4. Choose date range
  5. Select metrics (10+ clicks)
  6. Apply filters
  7. Generate report

With Rise Automation:

Monday 9am → Rise: "Generate weekly team report?" →
User confirms → Report ready

Rise Actions:

  • Detected: User creates this report every Monday
  • Prefilled: Same metrics, filters, format as previous weeks
  • Executed: Generated report, opened in new tab
  • Saved to user's favorites automatically

Example 3: Onboarding Automation​

New User Journey Before:

  1. Enter company name
  2. Select industry
  3. Choose use case
  4. Invite team members
  5. Connect integrations
  6. Set preferences

With Rise Automation:

User enters company name → Rise prefills industry from company database →
Suggests common integrations for that industry → One-click setup

Rise Actions:

  • Detected: Company domain indicates industry
  • Prefilled: Industry, common use cases
  • Suggested: Typical integrations (Slack, Google Workspace)
  • Shortcuts: One-click integration setup

User Control & Preferences​

Automation Settings​

Users can control automation behavior:

User Preferences:
  Automation: Enabled
  Confirmation Required: For new actions only
  Auto-Improve: Yes (let Rise learn from my patterns)
  Notification: Show what was automated

Per-Job Automation​

Users can enable/disable automation per Job:

Profile Setup: Automation ON
Data Export: Automation ON
Report Creation: Automation OFF (prefer manual)

Activity Review​

Users can review automated actions:

Automation Activity Log:

Today:
- 9:00 AM: Pre-filled weekly report settings ✓
- 2:30 PM: Suggested export format (CSV) - accepted ✓
- 4:15 PM: Automated filter application ✓

Yesterday:
- 10:00 AM: Pre-filled team invite form ✓
- 3:00 PM: Suggested dashboard layout - declined ✗

Best Practices​

Start Conservative​

Begin with prefill and suggestions, not full automation.

Require Confirmation Initially​

Let users build trust before silent automation.

Show What You Did​

Always make automated actions visible:

✓ Rise filled in: date range, format, filters
Review and click Download

Learn from Declines​

If user declines automation repeatedly, reduce suggestions.

Respect User Preferences​

Honor automation preferences strictly.

Measuring Automation Impact​

Time Saved​

Avg time without automation: 2m 15s
Avg time with automation: 25s
Time saved: 1m 50s per action

Completion Rate​

Completion without automation: 45%
Completion with automation: 82%
Lift: +37 percentage points

User Satisfaction​

Users who enable automation: 68%
Satisfaction (NPS): +24 points vs manual
Automation acceptance rate: 91%

Troubleshooting​

Automation Not Triggering​

Possible causes:

  1. Confidence threshold too high
  2. Insufficient learning data (< 72 hours)
  3. User declined similar automation recently
  4. Permission not granted

Solutions:

  • Lower confidence threshold temporarily
  • Give Rise more time to learn patterns
  • Check automation preferences
  • Verify permissions in settings

Users Declining Automation​

Possible causes:

  1. Automation too aggressive
  2. Wrong assumptions about intent
  3. Poor timing
  4. Unclear value proposition

Solutions:

  • Reduce frequency
  • Improve intent detection
  • Better trigger timing
  • Show time/effort saved

Future Capabilities​

Rise automation will expand to:

  • Multi-step workflows - Complete entire processes
  • Cross-application - Automate across integrated tools
  • AI-assisted decisions - Smart recommendations with reasoning
  • Natural language commands - "Create last month's report"

Next Steps​