Automations connect your favorite apps and handle repetitive workflows for you. You can build one from scratch by describing what you want in plain language, or start from a ready-made template and customize it. Either way, you’ll set things up through a step-by-step creation chat before your automation goes live.
Before you start
Most automations need to connect with at least one third-party app. You can link your accounts through the creation chat, or connect them in advance through your settings.
Todoist is always one of the available integrations. You’ll need to make sure it’s connected for any automation that reads, creates, or updates your tasks.
Each app offers one or both of these connection types:
- Connection for actions: lets the automation perform tasks in that app, like creating a task or sending a message.
- Connection for updates: lets the automation monitor changes, like a new email or calendar event.
To set up an integration in advance:
- Click Connections in the navigation menu.
- Find the app you want to connect and click on it.
- Select the connection type you need and click Connect.
Create an automation from scratch
Use this option when you have a specific workflow in mind and want to describe it yourself.
- Type your request directly into the chat bar on any screen, or go to All Automations and click the + symbol at the top-right.
- Describe with natural language the workflow you want to set up in the chat bar (for example: "Every morning, reschedule my overdue tasks to today.")
- Manage any connection requests that appear in the chat bar. For example, you'll allow your automation to sync with an external service.
- Review the draft setup the Automations assistant generates. If something looks off, ask for adjustments in the chat.
- Click Install automation to activate it once you've confirmed that the workflow looks right.
Create an automation from a template
If you’d rather start from a ready-made workflow, templates cover popular use cases that you can adjust to fit your needs.
- Click Templates in the navigation menu.
- Browse templates by app, like Todoist, Gmail, or GitHub. Use the search bar to find a specific tool.
- Click a template to preview its trigger types, required apps, and action steps.
- Click Use this automation. This opens the creation chat with the template pre-loaded.
- Connect any required accounts or make your adjustments.
- Click Install automation.
Manage your automations
Once your automations are active, you'll find them any time under All Automations in the sidebar.
If your dashboard gets crowded, use the sorting and filtering options to display only Enabled automations.
Get in touch
Ready to put your time back where it belongs? We hope this guide gives you the confidence to build your first automation, whether it’s a small repeating task or a multi-step workflow connecting half your stack. Open Automations to give it a try.
If you have any trouble setting up your first automation, get in touch with us. We’re happy to help!