Saving the Automation Rule
After you have created your Automation, the very last step is to save it by clicking on the "Save" button in the upper right corner in the Automation builder.
Check the flag color at the bottom of your automation:
Green means all steps (triggers, conditions, and actions; the when, check if, and then steps) are set, ready to execute;
Red means some steps are missing and need revisiting!
To delay activation, switch to "Inactive" in the Status dropdown before saving the automation. This is useful when you're setting up automations for future use; you can activate it later as needed.
Managing your Automation Rules
You can manage all Automations by accessing Settings > Automations. From there, you can:
Add a new automation (+ New automation button)
Activate/deactivate the automation by switching the toggle to on/off
Rename the automation and edit its description
Inspect the automation runs
Delete it as needed
🤖 Tip: Click "Show runs" to track how many times an Automation has run. This helps gauge its effectiveness and performance over time!
Learn more about the monthly runs here.
