Automations

Automate therepetitive stuff

Build trigger-action recipes that handle notifications, board events, and status updates — so your team can focus on real work.

How it works

Three steps to put any workflow on autopilot.

1

Choose a Trigger

Pick the event that starts your automation — a status change, approaching due date, new assignment, or any column update.

2

Set Conditions

Add filters to narrow when the automation fires. Match specific column values, boards, groups, or assignees.

3

Define the Action

Choose what happens — send a notification, fire an email, update a column, create a task, or post to chat.

Trigger Types

Events that kick off your automations

Status Changed

Fires when any status column transitions to a new value.

Due Date Approaching

Triggers at a configurable interval before a task deadline.

Item Created

Runs when a new task or subtask is added to a board.

Item Assigned

Fires when a person column is updated with a new assignee.

Column Updated

Triggers on any change to a specific column across all items.

Custom Webhook

Accept incoming HTTP requests from external services as triggers.

Action Types

What happens when a trigger fires

Send Notification

Push an in-app notification to specific users or entire teams.

Send Email

Dispatch a templated email via Resend with dynamic variables.

Update Column

Automatically set a column value — status, date, number, or text.

Create Task

Spin up a new task in any board with pre-filled column values.

Post to Chat

Send a message to a channel or board-linked chat room.

Move to Group

Relocate the task to a different group within the same board.

Email Engine

Resend-powered transactional email

Send automated emails when automations fire. Use HTML templates with dynamic variables pulled from board data, client details, and task fields. Subscribe team members to board-level email digests.

Every email is sent through Resend with delivery tracking, so you always know what was sent and when it arrived.

HTML Templates

Design rich email layouts with your agency branding.

Dynamic Variables

Inject task names, client details, dates, and column values.

Board Subscriptions

Subscribe users to daily or weekly board digest emails.

Delivery Tracking

Monitor sent, delivered, and bounced status for every email.

Board Event Bridge

Real-time board events fire automations automatically

Every task change, status update, and column modification emits a real-time event. Automations listen to these events and execute instantly — no polling, no delays.

Task Changes

Created, updated, deleted, or moved between groups.

Status Updates

Any status column transition across all board items.

Column Modifications

Value changes on any of the 20+ supported column types.

Put your workflows on autopilot

Get Started