> ## Documentation Index
> Fetch the complete documentation index at: https://docs.triplesession.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Automations Upgrade

> Filter automations by deal insight values, test automations against real past calls, and skip pre-filled CRM fields on autofill automations.

<div style={{display: 'inline-flex', alignItems: 'center', gap: '0.5rem', fontSize: '0.875rem', color: '#6b7280', lineHeight: 1, marginBottom: '1rem'}}><span style={{lineHeight: 1}}>January 13, 2026</span><Badge>Improvement</Badge></div>

Three changes to how automations work.

## Filter by deal insight values

Automations can now be conditioned on deal insight values, not just scorecard scores. For example:

* Send a Slack alert only when deal size is above X
* Post to a channel when competitor mentions are detected
* Trigger a CRM update only when the call outcome is "Interested"

Any deal insight field defined in your scorecard can be used as a filter condition.

## Test automations against real calls

A new **Test automation** button lets you pick any past call and run the automation against it in real time. Logs appear as it runs so you can verify exactly what would happen — before enabling the automation for live calls.

## Ignore pre-filled CRM fields

When using the Autofill CRM automation, you can now set individual fields to **Ignore if already filled**. This prevents Triple Session from overwriting values that were set by another tool — useful when other systems manage fields like deal amount, stage, or owner.