To set up automations, you need to define three elements: triggers, conditions and actions.
Triggers (When)
You can think of triggers as conditions that your entries need to match in order to apply an automation. When your entries match certain conditions you have set, this triggers an an action.
There are two types of triggers.
Trigger | Description |
When event is created | When you create an event that matches certain conditions, an action will take place |
At a scheduled time | Action will take place according to a predefined schedule |
Conditions (If)
Conditions are the criteria that must be true to trigger automation.
To start, select a calendar or a group of calendar where this automation should apply. If you want to auto-tag your entries based on certain conditions, you can select "When event is created" as a trigger.
You can choose to filter your calendar events by a number of different elements.
Element | Description | Example |
Title | Based on calendar event title | If event title contains phrase “Daily Sync” |
Description | Based on calendar event description | If event description contains “Discovery” |
Event Color | Based on calendar event color | If event color is “sage” |
Attendee Domain | Based on attendee domains | If event attendee's domain contains any of “Tesla” |
Attendee Email | Based on attendee emails | If event attendee's email is “abc@apple.com” |
Attendee Count | Based on the attendee count | If event attendee acount is greater than “8” |
Duration [New] | Based on calendar event duration | If event duration is greater than or equal to “1.5” (hours) |
Actions (Then)
Actions are the output that automations triggers produce. They are the change you want to automatically happen without having to do them yourself.
You can choose to add tags or properties to your calendar events automatically.
Actions | Description |
Tag | Gives you the option to add a tag |
Property | Gives you the option to add a property |
Order of automations
You can set your automations in a specific order if you want to specify importance of some over the others. Automations in higher order will happen first, and the one lower down will only proceed to the actions you set if they don't conflict with any of the above. To adjust each workflow's position in the list, simply drag and drop it.
Here’s an example sequence:
Automation #1
When: An event is created
If: Event Attendee Domain Contains any outside of “twitter.com”
Then: Add Tag “External”
Automation #2
When: When event is created
If: Event Color is “Tomato”
Then: Add Tag “Important”
Automation #1 is the first step. It adds the "External" tag to events with an attendee email domain other than twitter.com. Once this is done, Tackle will proceed to the next automation.
Automation #2 If event color is Tomato, the tag "Important" will be added.
Questions? Follow this guide to auto-tag your calendar events.