Set Up a New Automation

 

To set up a new Automation go to the Automations Tab

 

 

Next, click the green “New Automation” button

 

 

Name your new automation and select your Trigger Condition.

(The Trigger Condition is what causes this automation to happen.)

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Next, select your Action.

(This will be what happens when the trigger is completed.)

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Then decide if you want a Sub Action to happen once this Automation is complete.

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You can select the “Review Before Execution” box to create the need to approve or reject the automations before they happen.

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This is what the automations waiting approval look like on your dashboard:

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Once you have selected all information for the automation click the blue “Add Automation” button

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Updated on February 20, 2022

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