Filter and action reference

Filter fields

Automations filter on opportunity, account, and contact fields.

Opportunity

Field	Label
`StageName`	Stage
`Amount`	Amount
`CloseDate`	Close date
`IsClosed`	Is closed
`dealtype`	Deal type

Account

Field	Label
`account.name`	Name
`account.industry`	Industry
`account.annualrevenue`	Revenue
`account.type`	Type
`account.country`	Country

Contact

Field	Label
`contact.email`	Email
`contact.jobtitle`	Title
`contact.company`	Company
`contact.lifecyclestage`	Lifecycle

Filter-only fields

Two more fields are available in filters but aren’t general-purpose fields like Amount or StageName — they narrow the population an automation evaluates.

Field	Use it to
`id`	Filter to a specific deal
`user_id`	Filter by owner, or to unassigned deals

Operators

Every opportunity, account, and contact field supports all of these:

Operator	Meaning
`eq`	Equals
`neq`	Does not equal
`in`	Is one of
`nin`	Is not one of
`gt` / `gte`	Greater than / or equal
`lt` / `lte`	Less than / or equal
`between`	Within a range
`contains`	Substring match
`startswith`	Begins with
`endswith`	Ends with
`is_null`	Has no value
`is_not_null`	Has any value

Combining conditions

Filters nest with and, or, and not:

or:
  - and:
      - StageName  eq   "Negotiation"
      - CloseDate  lt   today
  - and:
      - Amount            gt   250000
      - contact.jobtitle  contains  "VP"

Read as: late-stage deals that have slipped past their close date, or any large deal with a VP-level contact.

Relative date values

Date filters can use values that resolve when the filter runs. This keeps an automation current without editing fixed dates.

Value	Meaning
Relative calendar period	This, last, or next day, week, month, quarter, half, or year
Relative day window	A sliding number of past or future days
Relative point	Today, yesterday, tomorrow, or the start or end of the current week, month, quarter, half, or year

Named calendar periods are complete calendar blocks. A relative day window is the correct choice for a rolling period.

Relative periods use the organization’s Fiscal Year Start and Start of Week settings where applicable.

Schedules

Property	Notes
Trigger kind	`schedule`
Cron	Standard cron expression
Recurrence rule	An RRULE, as an alternative to cron
Timezone	Named timezone, up to 64 characters

Set the timezone explicitly. An automation meant for 8am Eastern runs at the wrong local hour for half the year if you use UTC.

Actions

An automation can have 1–10 actions.

`send_message`

Sends a Slack message or email, or creates a Google Doc.

Property	Value
Provider	`slack`, `email`, or `google_docs`
Destination	A connected Slack channel, Direct message to me, an organization member’s email address, Email me, or Google Docs
Content	Literal text (up to 4,000 characters) or a Canvas template

Canvas content renders the template with live deal data at send time. Email deliveries use the automation name as the subject and keep Canvas formatting such as headings, lists, and tables. Use separate send_message actions when one run should use multiple destinations. See Canvas. Google Docs output creates a new private document in the Google Drive My Drive for the user Tempo runs the automation as. Deal-based runs can create one document per deal. That user can open created documents from Run History.

`noop`

Does nothing. Useful for testing a filter and schedule on their own before wiring up a real action.

Lifecycle

Action	Effect
`upsert_disabled`	Create or update. Always leaves the automation disabled.
`enable`	Validate dependencies and start running.
`disable`	Stop running. Configuration is kept.
`delete`	Soft delete.

Any configuration edit disables the automation. Re-enable it when you are done.

Blockers

Enabling validates dependencies first. If something’s missing, you get a named blocker and the tool to fix it — not a silent failure. Common ones:

The destination Slack channel is not connected, or Tempo has not been invited to it
The email recipient is not a member of your Tempo organization
A referenced canvas template isn’t published
Google Workspace is not connected, needs reauthorization, or is missing Google Docs authorization
The automation lacks execution authority for the account it would run as

Listing your automations shows current blockers and readiness for each one.

Getting Started

Connect your context

Capabilities

Administration

Your Data

Help

Filter and action reference

Filter fields

Opportunity

Account

Contact

Filter-only fields

Operators

Combining conditions

Relative date values

Schedules

Actions

`send_message`

`noop`

Lifecycle

Blockers

​Filter fields

​Opportunity

​Account

​Contact

​Filter-only fields

​Operators

​Combining conditions

​Relative date values

​Schedules

​Actions

​send_message

​noop

​Lifecycle

​Blockers

Filter fields

Opportunity

Account

Contact

Filter-only fields

Operators

Combining conditions

Relative date values

Schedules

Actions

`send_message`

`noop`

Lifecycle

Blockers