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How to implement Automations [In 5 minutes]

Updated: Aug 21, 2023

Introduction to Automations:

Automations and integrations within are completely no-code and free! You can build complete end-to-end workflows based on actions and triggers which helps save a ton of time and eliminate human error. Automation: Also Asked Questions:

Does Have Automation?

Absolutely! has a powerful automation engine that empowers users to automate a plethora of tasks, from simple to complex. Automation alone can give you back 10%-30% of your week based on Forrester report, allowing you to reduce manual efforts, minimise errors, and maximise efficiency across various business processes that were traditionally manual.

Examples of what can help you automate?

Can Send Automated Emails?

Where Is the Automation Center on

How to Automate in

Important note: The key to mastering Automation and integrations in is to think about the outcome you are trying to achieve and the steps involved.

Step 1: How does Automation work exactly?

how to use automations Automation recipe

Each automation consists of a trigger, a condition, and an action. So when this happens and it meets a certain condition, then action will take place. This is often referred to as a recipe, rule or policy. These rules can be as long and short as you like, you can also layer your automation to create an entire workflow automation.

How to create an automation in

There are two methods you can use create automation within

Method 1: Custom Recipe

This options gives you the most flexibility and is usually suitable for build multi-step automation workflows. A great example of this is where when a status changes to "handover" we then want to create automation gif
Creating a custom recipe automation

Method 2: Pre-made automations

This a really quick and easy way to get started with automations by using the existing pre-made examples build by

A few examples include:

  1. Notifications

  2. Changing status based on a trigger

  3. Recurring tasks (e.g. Daily, weekly monthly on a certain day/date)

  4. Reminders and task automation based on due dates

  5. Moving tasks between groups and boards (e.g. New, in progress, done) pre-made Automation examples

Now, Let's Automate and Integrate together [Follow steps to set up your Automations]

  1. Access Automations: Log in to your account and open the relevant board where you want to set up automations. Click on the "Automations" or "Integrations" button located at the top right corner of your board.

  2. Choose a Trigger: Automations are triggered by specific events or conditions. Choose a trigger that will initiate the automation. Some examples of triggers are when an item is created, status changes, a date is reached, etc.

  3. Select an Action: Once you've chosen a trigger, you'll need to specify the action you want to occur when the trigger event happens. This action can be anything from sending notifications, updating fields, moving items to different groups or boards, creating new items, and more.

  4. Configure Automation Settings: Depending on the trigger and action you've selected, you'll need to configure specific settings. For instance, if you're triggering an action when a status changes, you might need to choose the specific status that triggers the action.

  5. Set Conditions (if needed): Some automations allow you to set conditions that determine whether the action should be performed. For example, you might want an action to occur only if certain fields meet specific criteria.

  6. Test and Activate: Before activating the automation, it's a good idea to test it. This will help you ensure that the automation is working as expected and won't cause any unexpected issues. Once you're confident in the automation's setup, you can activate it.

  7. Monitor and Adjust: After activating the automation, keep an eye on how it functions. If you notice any issues or if the workflow changes, you might need to adjust the automation settings accordingly.

  8. Explore Built-in Automations: often provides pre-built automation templates for common use cases. These templates can save you time and effort in setting up complex automations. Browse through the template library to see if any fit your needs.

  9. Custom Automations: If you have specific and unique workflows, you can create custom automations by combining triggers and actions in creative ways.

  10. Learn and Improve: As you use automations, you'll gain a better understanding of how they can enhance your workflow. Don't hesitate to experiment with different triggers and actions to find the most efficient setups for your team's processes.

Ready to go deeper? Check out this comprehensive Automation set-up guide by Lisa Ceccato, Sr. Knowledge Manager

Still need more help or just want to get it right the first time? Fruition Services is your dedicated and certified Partner. Get in touch and we'd be happy to help

Fruition is a certified partner. Our team of expert consultants help transform businesses with expertise in business process design and automation with complete software delivery and integration services. We support clients across all industries and departments to scale and optimise inefficient business processes.

We pride ourselves on delivering world-class solutions that are scalable and cost-effective solution delivery to ensure faster time to value and return on your software investment.

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