🪄Start From a Wizard
Start-here plus the first win on Automation Home. Deep catalogs stay one click away. Do not grow this into a sixth automation book.
What this is / when to use it
Automation Home is the first surface. The goal is a visible live success in about five minutes.
Automation is three jobs:
Workflow
Does the work
Messaging
Tells people
Approvals
Gets a human decision
Use the wizard when you have never shipped a notify or an approval. Use Foundation builders after the first win when you need custom steps, channels, or multi-route repair.
Before you start
A form or button exists. The right entitlement is on, or you are ready to Request access from the locked panel (the checklist stays visible while a request is pending).
Build it
Home checklist:
Pick a job
Connect the trigger
Choose who receives it
Add the screen people will use
Run a live test
Primary CTAs above the advanced outcome builder:
Create your first automation: Notify someone
Create your first automation: Get an approval
Freeform “Describe your own outcome” stays under Advanced.
Notify someone
Select the form/screen trigger (prefilled when possible).
Choose recipient: record owner / people field, role pool, or a specific email.
Choose channel: in-app Notification Center, email, or both.
Add Notification Center with one click if it is missing.
Run live test → open Notification Center / Activity.
Optional: Turn this into an approval.
Get an approval
Confirm When this happens + submitted status.
Create or repair the approval workflow.
Confirm Approval Inbox / Decision visibility for Approver.
Create a test request.
Complete only when the request appears in the inbox.
Every control
Notify CTA
First-win notify route
Approval CTA
First-win approval route
Request access
Workflow / Messaging / Approvals
Advanced describe
Freeform, demoted
Simulate
After first win, on the route
What users see
A notification or a decision item. They never see “wizard.”
Limits and plans
Locked families need access. Wizards will not bypass Messaging levels or Approval toggles.
Example
First morning: Notify someone on Add request → owner + Notification Center. Afternoon: turn that into an approval and add the Decision screen for managers.
Fix problems
No item after test: automation not published, or screen visibility. See troubleshooting FAQ stubs (one paragraph each) and the Decision/queue page.
Related
Full reference → Which automation, Trigger catalog, Messaging — topics that perform work, Approval workflows.
Last updated