To complete your automation setup, proceed from adding the obligatory Trigger and optional Condition to defining the Action, which is the final step in the process.
Think of the Action as responsible for achieving the desired outcome once all conditions are met (the "then" part of the if-then equation).
For example, if you want to notify your team in Slack whenever a specific team member completes or opens a task on a project, the corresponding action would be "Send a Slack message". You can add multiple actions in your automation.
Adding an Action to an Automation
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2) Select the "Action" option and hit Next. | 
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3) Select the desired Action type (described below). | 
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6) Select "Save action" when you're finished with customizing your action, and your automation is ready to be saved and published ⚡️. | 
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Action Types
You will see several Actions which you can choose from for your automation. We'll go over them all below.
Send Slack Message
Once triggered, the Automation will send a message to one of your Slack channels. For this to work, you need to set up the Slack integration first.
Send Email
This action allows you to send emails to any recipients informing them of work progress.
You can customize the email content and use it to notify individuals who do not receive Productive notifications.
Create Comment
This action allows you to create an automated comment on either a task, deal or a budget.
Note that if your trigger is creating a task, the "Create comment" action can only add a comment to a task, and not on a budget or a deal, meaning the action is trigger-specific.
Create Task
This action lets you create a new task. You can specify whether the new task will be visible to everyone or only to the task subscribers you define (note the padlock icon at the top 🔒).
For example, you can set up an automation to create a task in a different project (Project B) whenever a milestone in Project A is completed, ensuring that relevant team members across projects are kept informed and that tasks are completed efficiently.
Update Task
This action will update the selected task. Note that this option becomes available when you have previously specified a task as a trigger or if you've added a "Create Task" action, allowing task updates across projects.
For example, you can automate task updates across different projects and leave descriptions to track progress.
Pay close attention to the numerical values assigned to tasks, deals, budgets, and projects as you create your automation; they will help you decide which tasks or projects to include in the actions and conditions.
Attribute Mentioning
When defining the action, you can include some of the attributes from previous steps in the Slack, comment, or task message body, as well as the subject and body of an email.
Find out more about Attribute mentioning on Automations here.
