Add Automation

Use an Automation Template

To add automation from a template:

1. Click the Automation shortcut icon in the top right corner(after entering a project) to enter the settings page.
2. Click the Templates button to browse all the templates.
3. Select a template and click the Try it button.
4. Modify the settings on the templates to make the automation fit more for you.

Project Admins permissions are required.

Add Custom Automation

To add new automation, click the Add Automation button in the upper right of the settings page, set a trigger, conditions(option) and actions to create automation.

Duplicate Automation

You can reuse automation from the other projects to make project settings more efficient.

To duplicate automation:

1. Click the Copy Automation button on the Automation setting page.
2. Select the project from where you copy the automation.
3. Select one or multiple automation and click the Copy button.

4. You will find the copy of automation tagged Pending in your list.

5. Click to review and modify(if needed) the pending automation.

6. The pending automation will not be activated until you click the Save and Apply button.

The pending automations are only visible to the creator.