Timeliner
Automations

Your pipeline should move itself

Build rules in plain language - when a status changes, when a stage moves, when a publish date is set - and let Timeliner do the moving, assigning, dating and pricing for you.

G2
AutomationsEnable automations

RULES

Approved → next stage

Status · Approved

Assign the Colorist

Stage · Grading

Brief due 21d before publish

Publish date set

Nudge after 3 days idle

Status · In revision

WHEN

Status changes toApprovedorPosted
only when the stage isGrading

THEN

Move to stageNext stage
AssignColorist
Set deadline+3 days
Waiting for a trigger…Ep.14 - Grade · just now
Rule builder

When this happens, then do that

No scripts and no third-party automation account. Pick a trigger, add actions, and read the whole rule back as a sentence before you switch it on.

  • Triggers you'd actually use

    A status change, a stage move, a new version upload, a publish date being scheduled, or a date column being set.

  • Conditions that narrow it down

    Only while the task sits in a given stage - or only for vertical video under 90 seconds.

  • Several actions per rule

    Chain them: move the stage, assign the right person, set the deadline, notify the team - in one rule.

AutomationsEnable automations

RULES

Approved → next stage

Status · Approved

Assign the Colorist

Stage · Grading

Brief due 21d before publish

Publish date set

Nudge after 3 days idle

Status · In revision

WHEN

Status changes toApprovedorPosted
only when the stage isGrading

THEN

Move to stageNext stage
AssignColorist
Set deadline+3 days
Waiting for a trigger…Ep.14 - Grade · just now
Actions

More than moving cards across a board

Automations write the fields that actually run an agency - assignment, deadlines, time estimates, pricing and posting time.

  • Assign by role, not by name

    "Assign the Colorist" resolves when the rule runs, so hiring someone new never means editing your rules.

  • Deadlines, start dates and estimates

    Set the internal or external deadline relative to the moment the rule fires, and book the hours while you're at it.

  • Apply a pricing template

    Task type becomes Reel, and the Reel client price, editor pay and time estimate land on the task automatically.

Assign, deadline, estimate and pricing actions

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Date-anchored rules

Work backwards from the publish date

Set a post's publish date and every upstream deadline places itself - brief, shoot, edit, review - counted backwards from the date it has to go live.

  • Anchor on the publish date

    "Brief due 21 days before publish" is one rule, not a calculation somebody redoes every month.

  • Move the date, move the chain

    Reschedule the post and every deadline anchored to it recomputes - no cascade to fix by hand.

  • Or simply wait

    Delay a rule's actions by a few days; Timeliner re-checks the task when the time comes and skips anything that already moved on.

Deadlines counted backward from the publish date

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Control

Off by default. Auditable always.

Automations only earn their place if you can trust them. Every rule keeps a run history, and the workspace master switch starts in the off position.

  • A full run history per rule

    Which actions ran, which were skipped, and exactly why - for every single firing.

  • One master switch

    Turn every automation off without deleting a rule, then turn them back on when you're ready.

  • Every source, one engine

    Board moves, bulk actions, client approvals on share links, the public API and Janet all run the same rules.

Run history with per-action outcomes

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Also included

Multi-status triggers

Approved or Posted, one rule.

Assign & unassign

By member or by sub-role.

Backward scheduling

Deadlines from a publish date.

Pricing templates

Price, pay and estimate in one action.

Run history

Every run, every outcome, logged.

API & AI access

Create rules from Claude, GPT or the API.

Frequently asked questions

Agency, Scale and Enterprise. Per-trigger notification controls are available from Studio; the stage-and-status rules engine is the Agency-and-up surface.

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