What are Automations?

Automations in a nutshell

Automations run multi-step workflows automatically whenever something happens in your project. The shape is always the same: when an event fires, do these things — call an API, send a webhook, post to Slack, draft a reply with AI, or branch down a different path depending on the data.

You'll find them under Automations in the main navigation.

What you can do with them

• React to product activity — a new feature request, a status incident, a published release, a survey response, and more.
• Reach other tools — send signed webhooks, generic HTTP requests, emails, or messages to Slack, Discord, Teams, and Telegram.
• Add intelligence — classify, extract, translate, or chat with an AI model as part of the flow.
• Make decisions — branch on conditions, loop over lists, and stop a run early when something isn't right.

How an automation is built

Every automation has three parts:

1. A trigger — the event, schedule, or manual action that starts a run.
2. An optional condition — a check that decides whether the run continues.
3. One or more steps — the actions, executed in order from top to bottom.

You assemble all of this on a visual canvas called the builder, where the trigger and every step appear as connected nodes.

The lifecycle of an automation

1. Create — open the builder, pick a trigger, and chain steps together.
2. Set up — fill in URLs, secrets, and any placeholder values.
3. Test — simulate an event and watch the run play out before it goes live.
4. Enable — flip the switch so real events start triggering it.
5. Monitor — review runs and step logs to confirm it behaves as expected.

The rest of this guide walks through each stage in order — start at the top and work down.

Next

Continue with Touring the automation builder to learn where everything lives on the canvas.