Learn the lingo

Every automation has a trigger, a condition, and one or more actions.

Show me the definitions for these

• Trigger: an event you choose which sets the automation into motion.
• Condition: a requirement that the trigger must meet in order for the automation to work.
• Action: an event that occurs as a result of the trigger and condition being met.

Add a custom automation

When adding an automation, you'll have the option to customize your own template or to choose from a pre-made automation template. To create an automation: 

1Click on the Automate button on the top right corner of your screen

2Click on the Create tab

3Click on Create from scratch:

Now time to customize! 🎉

Choose a trigger

The first step in building your automation is to click on "When this happens" to pick a trigger. You can then choose a trigger from the options presented in the dropdown menu.

A trigger can be a column from your board (like Status, People, Date, etc.) or an action or event (like item created, every time period, etc.):

In the example above, we've chosen the trigger to be "When a date arrives". Now it's time to select the condition for this trigger.

Select a condition

Depending on the trigger you've picked in step one, you will then need to select a condition. In this example, we want to trigger an action when a particular date arrives and only if the Status Column changes to "Working on it".

Note: The labels displayed correspond to the labels of the Status Column selected from your board.

If you'd like to specify additional conditions in your template, simply click on the plus sign next to the condition that you set and choose another one.

Set an action

Now that the first part of our automation is ready, it is time to choose an action for it. Click on the grey "Then do this" field to choose from the available options.

For our automation, we chose the "notify someone" action, as shown below:

To finish up, customize the exact action that will occur by clicking into the underlined field.

We chose the "notify" field to customize the notification message that will be sent, and we'll choose who will receive this automatic notification by clicking into the "someone" field.

Our automation is now ready! Click on the blue Create Automation button to finish your setup.

Multi-step automations

If you're looking to create longer and more complex automation flows, you can add multiple different actions onto a single automation template.

To do this, simply click on the plus sign to the right of the action you already set, choose the additional action, and then fill out the underlined fields.

Note: Deleted automations cannot be restored and have to be recreated. To deactivate an automation without permanently deleting it, use the toggle button to the right of the automation, and switch it to "Off".  

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: 

Supported columns 

The below column types are currently not supported in the "notify" field of a notification automation: