Automation Usage Guide

What is Automation?

Automation enables you to streamline repetitive tasks, improve efficiency, and reduce human error by leveraging scripts, schedules, and triggers within the platform.

Getting Started

  1. Navigate to Settings > Automation in the dashboard.
  2. Click to open the wizard.
  3. Define a trigger (e.g., time‑based, event‑based, or webhook).
  4. Select an action from the library or write a custom script.
  5. Save and enable the automation.

Sample Automation: Daily Report

This automation sends a summary email every day at 08:00 UTC.

{
  "trigger": {
    "type": "cron",
    "schedule": "0 8 * * *"
  },
  "action": {
    "type": "email",
    "to": "team@example.com",
    "subject": "Daily Summary",
    "templateId": "summary_2024"
  }
}

Advanced Features

  • Conditional Logic: Use if/else blocks to branch actions.
  • Variable Storage: Persist data between runs with context variables.
  • Webhook Integration: Trigger automations from external services via HTTP POST.