Create an automation by describing it
You create an automation by describing it to the AI builder. You say what should happen and when, and it builds the trigger and the steps for you.
Create an automation
- Open Tools in the sidebar and choose Automations.
- Click New Automation.
- Under "What do you want to automate?", describe it in plain language. For example: "Email me when a new order comes in" or "Every Monday summarize last week's sales".
- Click Build with AI.
The assistant opens with your request and builds the automation. It may ask a question first, such as which table to watch or who should get the email. Below the prompt box there is a short list of common automations you can start from instead.
Write a good description
- Say when it should run: "when a new customer is created" or "every weekday at 9 AM".
- Say what it should do, in order.
- Name the tables and fields involved if you know them.
- Mention any condition: "only if the total is over $500".
Set one up manually
If you would rather choose the trigger yourself, click Prefer to set it up manually? at the bottom of the new automation screen. Give it a name, pick a trigger and click Create automation. It starts with a trigger and no steps. On the empty step card, click Build with AI and describe what it should do.
Change an existing automation
Open the automation to see its flow map.
- Click any step to ask the assistant to change it. The assistant opens with that step already referenced, and you say what should be different.
- Click Add step below the last step to ask for a new one.
- On a send-email step, click the edit icon on the card to open the email editor and change the design.
- Click the Edit button in the header to open Automation settings, where you change the name, the description and the trigger.
- Drag the cards to tidy the layout. Their positions are saved.
There is also a Code tab next to Workflow. It shows the automation's underlying definition. Most people never need it, because changes are made by asking the assistant.
Turn it on
An automation only reacts to its trigger while its status is Active. Check the status badge next to its name.
Before you rely on it, run a dry run to check each step without changing anything. See Test an automation with a dry run. When you are happy with the result, click Activate. Click Deactivate at any time to pause it.
Plan
Automations need the Starter plan or above.