ConceptBeginner6 min readIncludes video
Introduction to Automations
Understand what automations are and how they can save you hours every week.
Automations are workflows that run automatically when triggered by specific events. They handle repetitive tasks so you don't have to.
Trigger → Condition → Action
Every automation follows this pattern: a trigger starts it, conditions determine if it should run, and actions are what it does.
Tags:
automationsworkflowsbasics
Was this article helpful?
Related Articles
How-To
Top 10 Automations to Set Up First
The most impactful automations that every service business should implement.
Beginner10 min read
Troubleshooting
Troubleshooting Automations
Fix common automation issues including triggers not firing and actions failing.
Intermediate8 min read
Concept
Understanding Your Dashboard
Learn what each section of your dashboard shows and how to use it to monitor your business at a glance.
Beginner4 min read