Saving the Automation Rule
After you have created your Automation, the very last step is to save it by clicking on the "Save" button in the upper right corner in the Automation builder.
Check the flag color at the bottom of your automation:
Green means all steps (triggers, conditions, and actions; the when, check if, and then steps) are set, ready to execute;
Red means some steps are missing and need revisiting!
To delay activation, switch to "Inactive" in the Status dropdown before saving the automation. This is useful when you're setting up automations for future use; you can activate it later as needed.
When saving, you'll be prompted to name and describe your rule. This name and description will appear on the main Automations screen.
You'll also notice two automation types, identified by their icons:
Action-based automations (triggered by user actions).
Time-based automations (triggered at specific times, e.g., every Friday or the first day of the month). Learn more about them here.
Managing your Automation Rules
Access and manage all your automations via Settings > Automations, or by clicking your avatar in the upper right and going to Customize > Automations. From this screen, you can:
Add a new automation (+ New Automation).
Build an automation with the AI Assistant (AI Automation) by describing what you want it to do in natural language.
Activate/Deactivate an automation by toggling it on/off.
Run a time-based automation instantly by clicking the icon next to its toggle.
Filtering, Grouping, and Sorting Automations
Use the options above the list to organize your automations:
Filters: narrow down the list by an attribute.
Group: organize automations by an attribute.
Sort: change the order of the list.
Me: show only the automations you created. Turn it off to see every automation you have access to again.
Search: click the magnifying glass to find an automation by keyword.
👉 Learn more about combining filters and conditions in Advanced Filters.
Managing Individual Automations
Each automation card shows who created it (Creator), what it's based on (Type) or, for time-based automations, when it runs next (Next run), and when it was last edited.
Open the three-dot menu next to each automation rule to:
Rename the automation.
Duplicate the automation.
Show runs to track how many times the automation has run.
Delete the automation if it's no longer needed.
📌 Click an automation to open it in the Automation builder, where you can edit its When, Check if, and Then steps.
🤖 Tip: Show runs tracks how many times an automation rule has run. This helps gauge its effectiveness and performance over time!
Learn more about the monthly runs here.
