Automations

Automations let you set up actions that run on their own when something happens, so routine work takes care of itself.

Create an automation

1. Open Automations from the left navigation.
2. Create a new automation.
3. Choose what starts it and the actions it should take.
4. Turn it on.

Tips

• Start with one simple automation and confirm it behaves as expected.
• Use templates as a starting point for common workflows.