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Build workflows that send messages, update records and remind your team on their own, then test them safely before they run.
Start here· 3 guides, about 33 minutes
Set up40 guides
Send automation messages to yourself only (practice run)6 minTurn on an automation and apply it to existing records7 minStart an automation when a new record is created4 minStart when a field, status, assignee or relation changes6 minStart an automation when a client sends a message5 minEveryday3 guides
Follow the run log, and retry or resume from the failed step8 minApprove or reject requests on the Approvals page3 minManage automations: filter, duplicate, delete, permissions4 minExplains3 guides
How automation executions count against your plan4 minThe run estimate before you turn an automation on4 minFix a problem1 guide
Why didn’t my automation run? Every error and its fix10 minLook it up5 guides
Automation actions: everything an automation can do6 minVariables: put record data in messages and fields7 minConditions: operators, relative dates, messages and language8 minEvery automation limit in one place5 minCan’t find what you need?
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