Our automation engine just got a major upgrade.
What’s New in Automation 2.0
1. Nested Conditional Logic
Build complex rules with AND/OR logic:
WHEN: New Transaction
IF:
Integration is "Coinbase"
AND Type is "Deposit"
AND (Amount > 10000 OR Asset is "BTC")
THEN:
Set Category to "Large Deposit"
Set Label to "Requires Review"
Notify treasury@company.com2. Multi-Step Actions
Chain multiple actions in a single rule:
- Set category
- Add labels
- Create note
- Send notification
- Trigger webhook
3. AI-Powered Suggestions
Our AI analyzes your historical categorizations and suggests:
- New rules to automate manual patterns
- Improvements to existing rules
- Catch-all rules for edge cases
Example: If you manually categorize 20 transactions from the same address as “Vendor Payments,” we’ll suggest a rule to automate it.
4. Rule Templates
Pre-built rules for common scenarios:
- Exchange Deposits/Withdrawals
- Gas Fee Categorization
- DeFi Yield Farming
- Staking Rewards
- NFT Purchases
5. Bulk Rule Testing
Test rules against historical transactions before applying them:
- See how many transactions would match
- Preview categorization changes
- Avoid unintended side effects
Performance Improvements
- 10x faster rule execution on large transaction sets
- Real-time processing for new transactions (< 1 second)
- Parallel execution for multiple rules
Real-World Impact
Early access customer results:
“We went from 89% to 98% auto-categorization. Saved our team 12 hours per month.”
- Treasury Lead, DeFi Protocol (100k+ transactions/month)
Migration Guide
Existing rules work unchanged. New features are opt-in.
Want to upgrade your rules? Check our guide:
Automation 2.0 Migration Guide →
Questions? Book a demo to see Automation 2.0 in action.