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Automations - How to create custom notifications

Written by Ben Feldman
Updated over 4 months ago

Shapes' automations help you notify whoever you would like about whatever you would like with easy-to-use automations.

On the top right of the people directory, click on "Automations" -> "Create Automation."

In the "When" box, you can pick all the fields of interest.

In the "Then" box, you can pick which employees, dynamic people fields (Manager, HRBP) or teams (IT, Finance etc) will be notified.

When these fields or teams are created in the platform, they'll automatically appear as options in the assignee dropdown.

All emails will tell you who made the change, what the original value was, and what the new value is.

Please Note: setting up automations is only open to Super Admins, but notifications are visible to all employees. However, if the employee who is set up to receive the notification does not have correct permissions to see this data, they will not receive the email (more about permissions here.)

If you have any questions, feel free to reach out to support@shapes.co

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