Automations

An automation is a flow you draw on a canvas: a trigger ("when this happens") wired to steps ("do these things"). Once it's on, it runs by itself on the server. Open Automation in the navigation rail; if it isn't there, automations aren't enabled for your organization.

Viewing, building, testing and switching flows on are separate permissions; a missing button means your role lacks it.

• Build a flow: create an automation and wire its steps together.
• Choose a trigger: start a flow from an event, a record change, a schedule, a web request, or by hand.
• Use values from earlier steps: fill a step's fields from the trigger or a previous step.
• Branch, loop or pause a flow: take different paths, repeat steps for a list, wait, or handle a failure.
• Test a flow: run it once and see what each step did.
• Turn a flow on or off: let it run by itself, pause it, or delete it.
• Check past runs: see whether recent runs succeeded and where one failed.

Every node and its fields are listed in Automation nodes. How runs work behind the scenes is in How automations run.