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Set up automated actions based on specific triggers.

Automations

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

Automations: General Overview

Introduction to Automations

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

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 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

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

Automation Action Types

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

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

Using Task Automations Across Multiple Projects

Setting Up Automations

Learn how to save and edit Automations in Productive.

Save and Manage Automations

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

Monthly Automation Actions

Managing Automations

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

Attribute Mentioning in Automations

Enhance automations with relative date fields in "Check if" and "Then" steps for precise, time-sensitive conditions and actions.

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

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

Automations: Examples and Best Practices

Learn how to set and update custom field values in Productive's Create Task and Update Task actions,

Automations: Set Custom Field Values for Tasks

Additional Automation Options

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