Automation Rules

Sun, 21 Jun 2026 00:00:00 +0000

Automation Rules let you set up rules that change your data for you. A rule watches for records that match the conditions you choose, and when one matches, it automatically applies the actions you set — like assigning a tax treatment, filing something to a Chart of Accounts account, or adding a tag. Once a rule is in place, Trac runs it as your data is created or updated, so you don’t have to make the same edit over and over by hand.

Custom Commands

Fri, 26 Jun 2026 00:00:00 +0000

Custom Commands (also called custom skills) are reusable instructions you write once and then hand to Traci, the in-app AI assistant, with a single pick. Each command bundles a name, an optional description, and a block of instructions. When you run a command in chat, those instructions are added to Traci’s context for that message, so you don’t have to retype the same guidance (“focus on tax implications”, “draft this as a board update”, and so on) every time.

Automation on Trac Docs

Automation Rules

Custom Commands