While there are some key differences between Automations and Integrations, you can access and set up both in the Board Automations page. 

Accessing the Board automations page

To navigate to the Board automation page, click on the Integrate or Automate buttons in the top right corner of your board.

Create tab

If you click on Integrate, you will be directed to the Create tab of the Board Automations page. Here you will be able to browse integrations to add to the specific board you are using.

If you want to easily navigate back to this page once you've navigated away, you can click on the Integrations button at the bottom of the menu on the left side of the Board Automations page:

Manage tab

If you click on Automate, you will be directed to the Manage tab of the Board Automations page. Here you will be able to manage all of your board automations for the specific board selected.

To view Run history, My connections, and Account usage, click on the Autopilot hub button:

To create a new automation, click on the  Create automation button on the right side of your screen. You'll be able to choose between creating your own automation from scratch, using AI to create the automation for you (access this ability by clicking on the Create from scratch option first), or to create an automation from templates of pre-made automations for you convenience.

Switching views

Also on the Manage page, you have the option of viewing your automations or integrations in Classic view or Compact view. You can switch views in the top right corner of the page by clicking on the relevant icon.

• Classic view:

• Compact view:

Automation importance

You can rank the importance of each of your automations in order to streamline your focus on the most high priority processes. You can do this by clicking on the importance button below the automation itself:

You can also change the importance by clicking on the three dot menu on the right side of the automation, clicking on Importance, and then setting automation importance from the options presented: