Automation Rules
Automate repetitive tasks and workflows
About Automation Rules
Automation rules allow you to automate routine actions in the system. Each rule consists of:
- Trigger: The event that starts the automation (e.g., task moved to a stage)
- Conditions: Optional criteria that determine if the automation should run
- Actions: What happens when the automation runs (e.g., send notification)
Use automation rules to reduce manual work and ensure consistent processes.
No Automation Rules Yet
Create your first automation rule to streamline your workflows