Automation Workflows

Automation workflows eliminate repetitive tasks and ensure consistency across your projects. Build custom triggers and actions without writing code, or use our pre-built templates for common scenarios.

Creating Your First Workflow

Navigate to Automations and click "Create Workflow." Choose a trigger event—like when a task is created, a status changes, or a deadline approaches. Then define one or more actions to execute automatically.

Available Triggers and Actions

Triggers include time-based events, status changes, form submissions, and webhook calls. Actions range from sending notifications and updating fields to creating tasks and calling external APIs. Mix and match to build powerful automations.

Conditional Logic

Add conditional branches to make workflows smarter. For example, send different notifications based on task priority, or assign items to specific team members depending on project type.

trigger:
  event: task.created
conditions:
  - field: priority
    operator: equals
    value: high
actions:
  - type: notify
    channel: "#urgent-tasks"
  - type: assign
    user: team_lead