Automate workflows and processes by creating actions in response to triggers and conditions

Nataša Brocić avatar
Written by Nataša Brocić
Updated over a week ago

Introduction to Automations

Automations is a powerful feature which allows you to create automated processes and workflows to streamline and simplify various tasks and reduce manual intervention in Productive.

How it works

It all starts with a Trigger.

Trigger is an event that initiates or starts an automated process or workflow. It specifies when a particular action should be executed.

Example: Trigger = Deal created

When a Trigger is defined, additional rules can be applied. These are called Conditions.

Condition controls the flow of Automation.

Example: Condition = Owner Is Charles Blake

Ultimately, when Triggers and Conditions are fulfilled, an Action is automatically created.

Example: Action = Create Task

Once everything is set up and your Automation is ready for use, a flag at the bottom of the Automation will turn green 🏳️✅.

Here is an example:

❗ When creating an Automation, defining a Trigger is mandatory, while adding a Condition is optional. Furthermore, each Automation needs to finish with an Action, otherwise, an action cannot occur.

Create an Automation

Automations settings can be found in SettingsAutomations in Organization settings section:

ℹ️ Users with the highest default roles - Admin, Profitability manager with unlimited access and Manager with unlimited access - can access, add and edit Automations.

On this screen, you'll find a list of your Automations, as well as the number of monthly runs used. To create a new Automation, click on the + New automation button in the upper right corner:

and follow the steps to create a Trigger, Condition and Action.

Automations can also be set up and managed directly from the Projects by clicking here:

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