Productive

Let Productive handle repetitive work for you.

Automations

Automate your processes by creating Automations in response to Triggers and Conditions.

Automations: General Overview

The "When" step sets off your automation rule and it's key in Productive's Automations, defining the next steps.

Setting Up the "When" Step in Automations

Set up a "Check if" step as an additional step in the automation building process to refine your automation rule.

Fine-Tuning Automations with "Check if" Steps

Complete your automation setup with Then steps. Customize Slack and Teams messages, emails, comments, tasks, and task updates.

Completing Automations: Configuring the "Then" Step

Use the Find Object step to perform actions on multiple items that meet specific conditions at a scheduled time.

Using the Find Object Step in Automations

See which attributes you can check for each trigger type, plus the full list of comparators for building your conditions.

Automation Condition Attributes and Comparators

Learn about every action you can add in the Then step of an automation, with requirements for each.

Automation Action Types

Trigger an automation when a message is posted in Slack, with conditions for message content or agent mentions.

Setting Up a Slack Trigger in Automations

Set up task-based automations that apply to all or several projects at once.

Using Task Automations Across Multiple Projects

Build automations step by step, from the trigger to the actions.

Setting Up Automations

Learn how to save and edit Automations in Productive.

Save and Manage Automations

See how each automation run went, what each status means, and why a run was skipped or failed.

Reviewing Automation Runs

Learn how automation actions are counted, monitored, and how they impact your monthly usage.

Monthly Automation Actions

Save and manage automations, and review their runs.

Managing Automations

Use dates like "3 days after the trigger" or "end of next week" in automation conditions and actions, so automations act on time.

Leveraging Relative Date Fields in Automations

Enhance automations with relative person fields to dynamically assign tasks and actions based on user roles and relationships.

Understanding Relative Person Fields in Automations

Use # or the '+' button to specify attributes for targeted notifications, improved communication, and documentation in automations.

Attribute Mentioning in Automations

Fill in or change a task's custom fields automatically with the Create Task and Update Task automation actions.

Automations: Set Custom Field Values for Tasks

Enhance workflows, reduce manual tasks, and improve team efficiency with best practices and examples of automations in Productive.

Automations: Examples and Best Practices

Use relative dates, people, and mentions in automations, and get ideas from examples.

Dynamic Fields and Examples

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