Communication

Automations

Trigger-action recipes that automate repetitive workflows. Auto-notify on status changes, assignments, and due dates — so your team focuses on work, not process.

01

Trigger-Action Architecture

Every automation is a simple recipe: when something happens (trigger), do something else (action). Triggers include status changes, date arrivals, task creation, assignment changes, and form submissions. Actions include sending emails, posting to chat, updating task fields, creating subtasks, and notifying team members. Combine these building blocks to automate any repetitive process.

02

Pre-Built Recipes

Start with common automation recipes: notify assignees when tasks are created, remind about upcoming deadlines, post to a channel when tasks move to a status, auto-assign tasks based on project type, or escalate overdue items to managers. Each recipe can be customized with conditions and filters — only trigger for specific boards, groups, or column values.

03

Conditional Logic

Add conditions to automations to control when they fire. A notification automation might only trigger for high-priority tasks, or only when the assignee is a specific person, or only for tasks in a particular group. Conditions can reference any column value on the board, giving you fine-grained control over automation behavior without creating separate recipes for every edge case.

04

Execution Logging

Every automation execution is logged with the trigger event, the conditions evaluated, and the action performed. Review the automation log to verify that your recipes are firing correctly and to troubleshoot unexpected behavior. The log shows successes and failures separately, so you can quickly identify broken automations — like an email template referencing a deleted column.

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