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
Section titled “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:
| Job | Meaning |
|---|---|
| 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
Section titled “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
Section titled “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
Section titled “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
Section titled “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
Section titled “Every control”| Control | What it does |
|---|---|
| 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
Section titled “What users see”A notification or a decision item. They never see “wizard.”
Limits and plans
Section titled “Limits and plans”Locked families need access. Wizards will not bypass Messaging levels or Approval toggles.
Example
Section titled “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
Section titled “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
Section titled “Related”Full reference → Which automation, Trigger catalog, Messaging — topics that perform work, Approval workflows.