How to Manage Automation Rules
Automation rules let you define triggers and actions that happen automatically — reducing manual work and ensuring nothing falls through the cracks.
Accessing Automation Rules
Navigate to Automation Rules in the sidebar.
Creating an Automation Rule
Click "New Rule" and configure:
- Name — A descriptive name for the rule.
- Trigger — What event starts the automation (e.g., "Invoice becomes overdue", "Task completed", "Client created").
- Conditions (optional) — Additional criteria that must be met (e.g., "Amount > $1000", "Priority = High").
- Actions — What happens when triggered (e.g., "Send notification", "Update status", "Assign to user").
Example Automations
- Automatically notify the team when an invoice becomes overdue.
- Change task status when all subtasks are completed.
- Send a welcome notification when a new client is created.
- Escalate support tickets that remain open for more than 48 hours.
Managing Rules
- Enable/Disable — Toggle rules on or off without deleting them.
- Edit — Update triggers, conditions, or actions.
- Delete — Remove rules you no longer need.
- View History — See when the rule was triggered and what actions were taken.
💡 Tip:
Start with simple automations and build up gradually. Test each rule to make sure it triggers correctly before relying on it.