feature_id,app_id,statement,form,excerpt,source_url,source_file,source_sha256,found_by,found_by_runs,verification,pipeline_id,audited,audit_correct,audit_note
F1-001-S014,F1-001,The system automatically sets the status of a new goal to pending when the goal is created.,automation,Your new goal will start with a ‘pending’ status until you submit your first check-in.,https://operately.com/help/create-goal,05.txt,3959800788903ab5be7cf56040639ea3d032a7de23cf065cda7be17a1c33f973,extract-a,both,confirmed,F1-001-A014,0.0,,
F1-001-S015,F1-001,The system automatically prompts a goal champion to check in at least once per month.,automation,Operately prompts champions to check-in at least once per month.,https://operately.com/help/check-in-goal,14.txt,adadef53fb6ab3c13f327015936ac5b7ffb162fc8624989404e321a07e87d76b,extract-a,both,confirmed,F1-001-A015,0.0,,
F1-001-S047,F1-001,The system automatically hides a space from everyone except explicitly granted members when company-wide access is set to No Access.,automation,Setting company-wide access to No Access makes the space secret.,https://operately.com/help/permissions-overview,12.txt,62e020e85fe1776f27eb4f08072ca8e88fe4f498b9c38db054ecc02692b69ef8,extract-a,both,confirmed,F1-001-A049,0.0,,
F1-001-S048,F1-001,The system automatically applies the most permissive applicable grant when determining a person's access to a goal.,automation,A person’s final goal access comes from the most permissive applicable grant.,https://operately.com/help/permissions-overview,12.txt,62e020e85fe1776f27eb4f08072ca8e88fe4f498b9c38db054ecc02692b69ef8,extract-a,both,confirmed,F1-001-A050,0.0,,
F1-001-S049,F1-001,The system automatically applies the most permissive applicable grant when determining a person's access to a project.,automation,A person’s final project access comes from the most permissive applicable grant.,https://operately.com/help/permissions-overview,12.txt,62e020e85fe1776f27eb4f08072ca8e88fe4f498b9c38db054ecc02692b69ef8,extract-a,both,confirmed,F1-001-A051,0.0,,
F1-001-S056,F1-001,The system automatically calculates goal progress from the goal's targets and project progress from its milestones.,automation,"Progress bars visualize completion — for goals, this sums up all their targets; for projects, it’s based on milestones.",https://operately.com/help/work-map-overview,09.txt,e284b53c77feca0d23c041c4b9dcfc2384af32ddb9cc80df282ffd6f557dba09,extract-a,both,confirmed,F1-001-A058,0.0,,
F1-001-S057,F1-001,The system automatically reflects a change to a project's progress or a new milestone in all work map views when someone makes the change.,automation,"When someone updates a project’s progress or adds a new milestone, you’ll see it reflected immediately across all views.",https://operately.com/help/work-map-overview,09.txt,e284b53c77feca0d23c041c4b9dcfc2384af32ddb9cc80df282ffd6f557dba09,extract-a,both,confirmed,F1-001-A059,0.0,,
F1-001-S062,F1-001,The system automatically saves a project editor's List or Board choice for the team when the editor changes the choice.,automation,"If you can edit the project, your List or Board choice is saved for the team.",https://operately.com/help/kanban-board-introduction,11.txt,8dfe3ee02bffc6007d7ec0f5ee97dd6dcc0a6890409137adfe864323677caf78,extract-a,both,confirmed,F1-001-A064,0.0,,
F1-001-S075,F1-001,The system automatically hides a scheduled discussion from readers other than its author until it publishes.,automation,Scheduled discussions are visible to their author but stay hidden from other readers until they publish.,https://operately.com/help/start-discussion,13.txt,8e6903a6ccc581d6085e77d258a5f7d7b25c9f4f88c4ed69be14ddd3e5d4746f,extract-a,both,confirmed,F1-001-A080,0.0,,
F1-001-S096,F1-001,The system automatically notifies everyone in the space about a new document by default,automation,"By default, everyone in the space will be",https://operately.com/help/create-document,10.txt,32bf83a1708ad87a7989c360ab60bc060ce771c053c8470e2c43bc98d5241394,extract-b,b,confirmed,F1-001-B090,0.0,,
F1-001-S097,F1-001,The system automatically notifies all members of the space or goal about a new discussion by default,automation,"By default, all members of the Space (or Goal) will be notified.",https://operately.com/help/start-discussion,13.txt,8e6903a6ccc581d6085e77d258a5f7d7b25c9f4f88c4ed69be14ddd3e5d4746f,extract-b,b,confirmed,F1-001-B105,0.0,,
F1-001-S099,F1-001,The system automatically collapses completed milestones on the Kanban board by default,automation,Completed milestones are collapsed by default under N completed milestone(s).,https://operately.com/help/kanban-board-introduction,11.txt,8dfe3ee02bffc6007d7ec0f5ee97dd6dcc0a6890409137adfe864323677caf78,extract-b,b,confirmed,F1-001-B116,0.0,,
F1-002-S012,F1-002,The system automatically moves unfinished issues to the next cycle when a cycle ends.,automation,- Cycles that time-box the work. Unfinished issues move to the next cycle,https://raw.githubusercontent.com/croffasia/itsaplan/HEAD/README.md,01.txt,303bc54fead2b54c5aedb8e50e71abd6639e76221c834d36e14de6fc23235e0d,extract-a,both,confirmed,F1-002-A012,0.0,,
F1-002-S019,F1-002,The system automatically assigns an issue when the issue moves into a state.,automation,"- Quick actions that run on an issue, and auto-assignment when an issue moves into a state",https://raw.githubusercontent.com/croffasia/itsaplan/HEAD/README.md,01.txt,303bc54fead2b54c5aedb8e50e71abd6639e76221c834d36e14de6fc23235e0d,extract-a,both,confirmed,F1-002-A019,0.0,,
F1-002-S030,F1-002,The system automatically calculates the progress of an initiative from the issues under it by state when issues change.,automation,"Progress counts finished issues against the total, so no one types a percentage by hand.",https://itsaplan.dev/features/initiatives,05.txt,26d71d2907f0d04ed296539b7fb98a5bd5acfd50cf5ff27ba7ddc365726a07b8,extract-a,both,confirmed,F1-002-A031,0.0,,
F1-002-S036,F1-002,The system automatically archives issues.,automation,"- Auto-archive, a notification inbox, role-based access control, and more",https://raw.githubusercontent.com/croffasia/itsaplan/HEAD/README.md,01.txt,303bc54fead2b54c5aedb8e50e71abd6639e76221c834d36e14de6fc23235e0d,extract-a,a,confirmed,F1-002-A037,0.0,,
F1-002-S060,F1-002,The system automatically links a pull request from a code hosting service to an issue when its title references the issue key.,automation,"- Pull requests from GitHub, GitLab, Gitea, Forgejo, and Bitbucket. ""Fixes KEY-42"" links the",https://raw.githubusercontent.com/croffasia/itsaplan/HEAD/README.md,01.txt,303bc54fead2b54c5aedb8e50e71abd6639e76221c834d36e14de6fc23235e0d,extract-a,both,confirmed,F1-002-A061,0.0,,
F1-002-S061,F1-002,The system automatically moves an issue when its linked pull request opens and merges.,automation,"pull request to the issue, and the issue moves when the pull request opens and merges",https://raw.githubusercontent.com/croffasia/itsaplan/HEAD/README.md,01.txt,303bc54fead2b54c5aedb8e50e71abd6639e76221c834d36e14de6fc23235e0d,extract-a,both,confirmed,F1-002-A062,0.0,,
F1-002-S072,F1-002,"The system automatically starts an agent run when the agent is mentioned in a comment, when an issue is assigned to it, or on a schedule",automation,"A run starts on an @mention in a comment, on an assignment, or on a schedule",https://raw.githubusercontent.com/croffasia/itsaplan/HEAD/README.md,01.txt,303bc54fead2b54c5aedb8e50e71abd6639e76221c834d36e14de6fc23235e0d,extract-b,b,confirmed,F1-002-B029,0.0,,
F1-002-S076,F1-002,The system automatically creates an account when a user signs in through a single sign-on provider for the first time,automation,"The first sign-in creates the account, and the registration mode under **Authentication**",https://raw.githubusercontent.com/croffasia/itsaplan/HEAD/docs/self-hosting.md,08.txt,4364d7bec593a5da775d7a863df58f65d4f82ecad1b874f7236fbd50f0cf06ef,extract-b,b,confirmed,F1-002-B070,0.0,,
F1-002-S077,F1-002,The system automatically expires an invite after the number of days set by an administrator,automation,Invites expire after the days set under **Authentication**,https://raw.githubusercontent.com/croffasia/itsaplan/HEAD/docs/self-hosting.md,08.txt,4364d7bec593a5da775d7a863df58f65d4f82ecad1b874f7236fbd50f0cf06ef,extract-b,b,confirmed,F1-002-B072,0.0,,
F1-002-S081,F1-002,The system automatically prevents a deactivated account from signing in and refuses its sessions and API keys until it is reactivated,automation,"account cannot sign in, and its sessions and API keys are refused until it is reactivated.",https://raw.githubusercontent.com/croffasia/itsaplan/HEAD/docs/self-hosting.md,08.txt,4364d7bec593a5da775d7a863df58f65d4f82ecad1b874f7236fbd50f0cf06ef,extract-b,b,confirmed,F1-002-B076,0.0,,
F1-005-S001,F1-005,The system automatically answers customer messages on WhatsApp with AI agents,automation,"AI agents that answer, qualify and sell on WhatsApp",https://raw.githubusercontent.com/melgarafael/DeskcommCRM/HEAD/README.en.md,04.txt,75d6303f73d57b7255c0218c83e947c34862d7dff8412e7b47024c022395522e,extract-a,both,confirmed,F1-005-A001,0.0,,
F1-005-S003,F1-005,The system automatically qualifies leads with AI agents,automation,"AI agents with per-tenant RAG answer customers, qualify leads, move them through the pipeline, trigger automations and know when to hand off to a human",https://raw.githubusercontent.com/melgarafael/DeskcommCRM/HEAD/README.en.md,04.txt,75d6303f73d57b7255c0218c83e947c34862d7dff8412e7b47024c022395522e,extract-a,both,confirmed,F1-005-A003,0.0,,
F1-005-S004,F1-005,The system automatically moves a qualified lead to another pipeline stage and records the reason for each move,automation,"Once qualified, it changes pipeline stage. The tag lands, the owner is set — and every move carries a recorded reason.",https://deskcomm.com.br/en,02.txt,1bfa7ae4165a966bc9e1f62b8f5a54e829812cf2a67ce4e76471ad3d2fdc0c59,extract-a,both,confirmed,F1-005-A004,0.0,,
F1-005-S005,F1-005,The system automatically searches a company knowledge base when an AI agent answers a customer,automation,It searches your company’s knowledge base,https://deskcomm.com.br/en,02.txt,1bfa7ae4165a966bc9e1f62b8f5a54e829812cf2a67ce4e76471ad3d2fdc0c59,extract-a,both,confirmed,F1-005-A005,0.0,,
F1-005-S006,F1-005,"The system automatically runs seven checks on every AI message before sending and records each result, including blocks",automation,Seven checks before sending,https://deskcomm.com.br/en,02.txt,1bfa7ae4165a966bc9e1f62b8f5a54e829812cf2a67ce4e76471ad3d2fdc0c59,extract-a,both,confirmed,F1-005-A006,0.0,,
F1-005-S007,F1-005,"The system automatically hands a lead to a human with a summary of what happened, what was agreed and the next step",automation,"Not the raw thread: a summary of what happened, what was agreed, which objections came up and what the next step is.",https://deskcomm.com.br/en,02.txt,1bfa7ae4165a966bc9e1f62b8f5a54e829812cf2a67ce4e76471ad3d2fdc0c59,extract-a,both,confirmed,F1-005-A008,0.0,,
F1-005-S008,F1-005,The system automatically schedules a follow-up when nobody replies,automation,A follow-up is scheduled.,https://deskcomm.com.br/en,02.txt,1bfa7ae4165a966bc9e1f62b8f5a54e829812cf2a67ce4e76471ad3d2fdc0c59,extract-a,both,confirmed,F1-005-A009,0.0,,
F1-005-S009,F1-005,The system automatically revives cold conversations with follow-ups using adaptive timing and per-stage triggers,automation,follow-up that revives a cold conversation (with adaptive timing and per-stage triggers),https://raw.githubusercontent.com/melgarafael/DeskcommCRM/HEAD/README.en.md,04.txt,75d6303f73d57b7255c0218c83e947c34862d7dff8412e7b47024c022395522e,extract-a,both,confirmed,F1-005-A010,0.0,,
F1-005-S011,F1-005,The system automatically records every meaningful mutation as an activity on a visible timeline,automation,"Every meaningful mutation becomes an activity on the timeline, visible on screen.",https://deskcomm.com.br/en,02.txt,1bfa7ae4165a966bc9e1f62b8f5a54e829812cf2a67ce4e76471ad3d2fdc0c59,extract-a,both,confirmed,F1-005-A012,0.0,,
F1-005-S014,F1-005,The system automatically turns resolved conversations into new knowledge for AI agents,automation,resolved conversations become new knowledge,https://raw.githubusercontent.com/melgarafael/DeskcommCRM/HEAD/README.en.md,04.txt,75d6303f73d57b7255c0218c83e947c34862d7dff8412e7b47024c022395522e,extract-a,both,confirmed,F1-005-A015,0.0,,
F1-005-S019,F1-005,The system automatically throttles and spaces WhatsApp sends within time windows to avoid bans,automation,anti-ban: throttle + jitter + time windows,https://raw.githubusercontent.com/melgarafael/DeskcommCRM/HEAD/README.en.md,04.txt,75d6303f73d57b7255c0218c83e947c34862d7dff8412e7b47024c022395522e,extract-a,both,confirmed,F1-005-A020,0.0,,
F1-005-S020,F1-005,The system automatically detects opt-out messages from contacts,automation,STOP detection,https://raw.githubusercontent.com/melgarafael/DeskcommCRM/HEAD/README.en.md,01.txt,d3145a3a75f13bbf55b1495d42db6e1162a62cb95efc84786a9097c98cec5130,extract-a,both,confirmed,F1-005-A021,0.0,,
F1-005-S023,F1-005,The system automatically analyzes sentiment of conversations,automation,sentiment analysis,https://raw.githubusercontent.com/melgarafael/DeskcommCRM/HEAD/README.en.md,04.txt,75d6303f73d57b7255c0218c83e947c34862d7dff8412e7b47024c022395522e,extract-a,both,confirmed,F1-005-A024,0.0,,
F1-005-S027,F1-005,The system automatically distributes conversations to agents in a round-robin queue,automation,round-robin queue,https://raw.githubusercontent.com/melgarafael/DeskcommCRM/HEAD/README.en.md,04.txt,75d6303f73d57b7255c0218c83e947c34862d7dff8412e7b47024c022395522e,extract-a,both,confirmed,F1-005-A028,1.0,1.0,Distribution to agents implied; excerpt only 'round-robin queue'.
F1-005-S028,F1-005,The system automatically routes conversations by detected intent,automation,automatic intent routing,https://raw.githubusercontent.com/melgarafael/DeskcommCRM/HEAD/README.en.md,04.txt,75d6303f73d57b7255c0218c83e947c34862d7dff8412e7b47024c022395522e,extract-a,both,confirmed,F1-005-A029,0.0,,
F1-005-S030,F1-005,The system automatically keeps an append-only audit log of changes,automation,append-only audit log with 5-year retention,https://raw.githubusercontent.com/melgarafael/DeskcommCRM/HEAD/README.en.md,04.txt,75d6303f73d57b7255c0218c83e947c34862d7dff8412e7b47024c022395522e,extract-a,a,confirmed,F1-005-A031,0.0,,
F1-005-S038,F1-005,The system automatically creates new automation rules in a paused state until they are reviewed and enabled,automation,"build rules, which are always born paused until reviewed and enabled",https://raw.githubusercontent.com/melgarafael/DeskcommCRM/HEAD/README.en.md,04.txt,75d6303f73d57b7255c0218c83e947c34862d7dff8412e7b47024c022395522e,extract-a,both,confirmed,F1-005-A041,0.0,,
F1-005-S050,F1-005,The system automatically rolls back to the previous version when an update comes up broken,automation,"If the new version comes up broken, the agent **rolls back to the previous image on its own**",https://raw.githubusercontent.com/melgarafael/DeskcommCRM/HEAD/README.en.md,04.txt,75d6303f73d57b7255c0218c83e947c34862d7dff8412e7b47024c022395522e,extract-a,a,confirmed,F1-005-A054,0.0,,
F1-005-S051,F1-005,The system automatically shows an update notification to the server owner when a new version exists,automation,"the sidebar footer lights up **""Nova versão""**",https://raw.githubusercontent.com/melgarafael/DeskcommCRM/HEAD/README.en.md,04.txt,75d6303f73d57b7255c0218c83e947c34862d7dff8412e7b47024c022395522e,extract-a,a,confirmed,F1-005-A055,0.0,,
F1-005-S064,F1-005,"The system automatically identifies a customer’s history, orders and prior agreements when a message arrives",automation,"Before any reply, the system already knows who this is: history, orders, what was agreed last time.",https://deskcomm.com.br/en,02.txt,1bfa7ae4165a966bc9e1f62b8f5a54e829812cf2a67ce4e76471ad3d2fdc0c59,extract-b,b,confirmed,F1-005-B067,0.0,,
F1-017-S029,F1-017,The system automatically calculates the total man hours of a project when the project team is set.,automation,"After the team is set, ZenTao will automatically calculate the total man hours for the project.",https://www.sanplex.com/book/zentaomanual/free-open-source-project-management-software-createprojects-35,04.txt,e6d4712b9ef5264a2d023a9905a0ab0508c5080f6ba76beb11ebc11c86279709,extract-a,a,confirmed,F1-017-A029,0.0,,
F1-017-S032,F1-017,The system automatically notifies relevant members by email when a story is changed.,automation,"Mailto can be set, so relevant members can be notified of all changes in the Story by emails.",https://www.sanplex.com/book/zentaomanual/free-open-source-project-management-software-createstories-34,05.txt,d74a090e9cf2c34480a76eaa19a3db88b2e0aed8643a24eb4d96e89d9f3890bc,extract-a,both,confirmed,F1-017-A033,0.0,,
F1-017-S035,F1-017,The system automatically uses the name of an uploaded image as the story title and the image as its content when images are uploaded as stories.,automation,ZenTao will take the name of the image as the title of the story and the image as its content.,https://www.sanplex.com/book/zentaomanual/free-open-source-project-management-software-createstories-34,05.txt,d74a090e9cf2c34480a76eaa19a3db88b2e0aed8643a24eb4d96e89d9f3890bc,extract-a,both,confirmed,F1-017-A036,0.0,,
F1-017-S040,F1-017,The system automatically calculates the total man-hours of a task when multiple assignees are chosen.,automation,"After you choose multiple assignees, the names will show in the Assignee column and the total man-hour will be calculated.",https://www.sanplex.com/book/zentaomanual/free-open-source-project-management-software-decomposetasks-37,06.txt,a77873d515a27059d538e7fe25a263fe62f2772862bb917e93a8a0182e1781f3,extract-a,both,confirmed,F1-017-A041,0.0,,
F1-017-S042,F1-017,"The system automatically sets the estimate, cost and left hours of a parent task to the sub total of its child tasks when child tasks are created.",automation,"After child tasks are created, the estimate, cost and left hours of the parent task is the sub total of that of all child tasks.",https://www.sanplex.com/book/zentaomanual/free-open-source-project-management-software-decomposetasks-37,06.txt,a77873d515a27059d538e7fe25a263fe62f2772862bb917e93a8a0182e1781f3,extract-a,both,confirmed,F1-017-A043,0.0,,
F1-017-S047,F1-017,The system automatically assigns a solved bug to the user who reported it when the bug is solved.,automation,"Once the bug is solved, it will be assigned to the one who reported it.",https://www.sanplex.com/book/zentaomanual/free-open-source-project-management-software-bugmanagement-27,07.txt,8fed497171e30bce2b10565fcbf669019518f52c12eba7cdf3576ceb7976bf7b,extract-a,both,confirmed,F1-017-A049,0.0,,
F1-017-S055,F1-017,The system automatically sets the status of a test case to Wait when the case is created while review is on.,automation,The difference is that the test case status is Wait after it is created.,https://www.sanplex.com/book/zentaomanual/free-open-source-project-management-software-createtestcase-85,08.txt,d2c183429dc3d2d66302c5618def372076bbe1132747c44350d012bb57051b96,extract-a,both,confirmed,F1-017-A057,0.0,,
F1-017-S063,F1-017,The system automatically calculates the remaining man-hours of a project every day to plot a burndown chart.,automation,"The man hours are calculated every day and then generate the coordinates, and then the Burndown Chart.",https://www.sanplex.com/book/zentaomanual/free-open-source-project-management-software-burndownchart-68,10.txt,add2ca270532949806a6332429bb81f98aa89dc60c7b435434985021ddd26e52,extract-a,both,confirmed,F1-017-A065,0.0,,