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Getting Started with Automations

Starting Your First Automation​

  1. Open Automations in the sidebar. If any automations need your attention (waiting on approval, or failed), you'll see a count badge here.
  2. Go to the Library tab — you'll see a set of built-in templates covering common jobs (invoice follow-ups, SLA tracking, approval-with-escalation, and more).
  3. Click Start on a template to run it as-is, Preview to see its diagram first, or Customize to get an editable copy before running it.
  4. If the template needs some information from you (like who to send something to), you'll see a short form before it starts.

Your running automations appear under the Running tab, and every past run is recorded under History.

tip

If none of the built-in templates quite fit, use New automation to describe what you want in your own words, or build one from a blank canvas — see Building a Workflow.