Add new triggers

From 'run at a specific date': need to be able to run against a custom field date.
Repeat: weekly, fortnightly, quarterly, usual full list of frequency options - not just annually.
OR an Automation Scheduler that takes the blueprint and schedules it regularly based on conditional options (only run for clients with a net worth over X, send weekly valuation report from template)

From 'client created': custom field option (plus other field options, current list is a little limited)

From 'client updated': as above. Clearer conditions selection (the field/operator/value selector can be ambiguous)

New
Run against a group.
Status change (e.g. Prospect to Live, Active to Deceased)