Learn the lingo

Every automation has a trigger, a condition, and an action (or multiple!).

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 an 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 a custom automation, click on the Automate button on the top right corner of your screen. Then click on Add custom automation:

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.