Kraaft saves you precious time with automations! 🚀 No more manual sending or forgotten steps: set up a rule once, and Kraaft handles the rest. Notifications, messages in the conversation, reports automatically sent by email… everything runs smoothly with no extra effort on your part. 🎉
🚨 Types of alerts available on Kraaft
Three types of alerts can be triggered by a Kraaft automation:
Notifications — Stay informed in real time with notifications directly on your device 📱
Messages in the conversation — Receive alerts directly in the project discussions ⚠️
Emails — Automatically send an email to the right people, even if they do not have a Kraaft account 📤
💡 Examples of how to use Kraaft automations
Wondering how this could help you in practice? Here are a few real-life examples:
Hazard alert on a project — Be immediately notified when an issue is reported, so you can react fast and limit the impact 🚨
Task validation — Receive a notification as soon as a task is validated, to track progress in real time 🚧
Assigning a responsible person — Be automatically notified when you are assigned as the person in charge of a new task 👷
Sending reports — Send a PDF, Word or Excel report directly to stakeholders as soon as it is completed 📄
🧑💻 Create a Kraaft automation (admins only)
Only administrators can set up Kraaft automations. Here’s how:
On your computer, click on "Automations" in the left menu
Click on "New automation" ➕
Give your automation a name
Choose the relevant report or conversation 📋
Set the condition that triggers the automation (e.g. as soon as the "Validation" box is checked)
Choose the action to perform (e.g. send an email)
Fill in the action content — the message to display, the attachment format, the recipients 📤
Click "Save changes"
Your automation is now active ✅
💡 Tip: if a recipient does not have a Kraaft account, they can still receive emails. Just enter their email address directly in the recipients field.
📎 Attachments in automatic emails
When you set up an email automation, you can choose which type of attachment to send with the report 🎯
Available formats:
PDF — The classic format, ideal for sharing readable reports anywhere 📄
Word — For recipients who need to edit the document ✍️
Excel — For structured, spreadsheet-ready exports 📊
Photos only — To share just the visuals from the report 📸
⚠️ If the attachment is large: rather than blocking the send, Kraaft sends the email as normal with a download button in place of the attachment. The recipient simply clicks the button to retrieve the file.
♻️ Manage your Kraaft automations
Once your automations are set up, you stay in control at all times 🔧
Enable / Disable — Use the toggle right next to the automation to pause or reactivate it
Duplicate — Click the 3 dots to the right of an automation, then "Duplicate" to create a copy (perfect when you have similar automations to set up) ♻️
Delete — From the same 3-dot menu, you can permanently delete an automation 🗑️