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 is an event that initiates or starts an automated process or workflow. It specifies when a particular action should be executed.
Trigger is defined, additional rules can be applied. These are called
Condition controls the flow of Automation.
Conditions are fulfilled, an
Action is automatically created.
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:
Create an Automation
Automations settings can be found in Settings → Automations in Organization settings section:
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:
Automations can also be set up and managed directly from the Projects by clicking here: