For the complete documentation index, see llms.txt. This page is also available as Markdown.

🧭Which automation: legacy Automate vs Workflow Foundation

First page in the Automation section. Read this before you open a wizard or a catalog.

What this is / when to use it

NotionApps has two automation systems plus form submit actions. They are not interchangeable.

System
Where it lives
What it is for
When not to use it

Workflow Foundation

Automation → Workflows

Multi-step routes: triggers, conditions, Notion writes, queues, messages, waits

A single “after save, go to screen”

Messaging Foundation

Automation → Messaging

Channels, contracts, notifications, conversations, announcements, app links

Replacing a Work Queue

Approval Management

Automation → Approvals

Human decisions with outcomes beyond a toggle

A normal status dropdown with no inbox

Legacy Automate

Databases → Automate

One-shot email / SMS / webhook when a row changes

New apps. Prefer Foundation.

Form on_submit

Form screen

change_data / go_to_screen / redirect_url

Starting a multi-step route

Submit actions finish the form.
Legacy Automate pings email/SMS/webhook.
Foundation runs a route with a run id, a queue, and screens.

Legacy Automate

Legacy Automate is Databases → Automate: one-shot email, SMS, or webhook when a row changes. Leave a working rule in place if you already rely on it. Do not start new apps here — use Foundation.

Before you start

Know the job in one sentence: “When X happens, a person must do Y, and Z should be notified.” If there is no person and no route, you may only need submit actions.

Build it (choose)

  1. If the job is “save, then thank-you screen” → Form submit only.

  2. If the job is “email me when a row is created” and you already have a legacy Automate rule that works → you may leave it. Do not add a second Foundation route for the same ping without a reason.

  3. If the job is an approval, a queue, a conversation, or a webhook intake → Foundation. Start at Start From a Wizard.

  4. Add the native screen the job needs (Decision, Work Queue, Conversation, …). Those guides live under Types of Screens. This section’s index is a TOC only.

Every control (decision table)

You need
Open

First live notify or approval in ~5 minutes

Every trigger

Every step

Channels, named topics that create work or wake a Wait, publishers, announcements

Outcomes beyond approve/reject

Current-state and extra how-to books redirect to those two deep books plus the wizard.

What users see

They see screens (Notification Center, Decision, Work Queue), not “Foundation.” Legacy Automate users only see the email/SMS they receive.

Limits and plans

Three entitlement families, resolved independently: Workflow, Messaging, Approvals. Messaging uses levels: draft / intra-app / inter-app / external API. See Plans. Request access from Automation Home when a family is locked.

Example

A purchase request: form submit stamps Status = Submitted (change_data), Workflow form_submitted creates a Decision item, Messaging notifies the approver, the approver uses the Decision screen. Legacy Automate is not in this path.

Fix problems

Symptom
What to do

Submit works, nobody notified

You only set submit actions. Add a wizard notify or a send_notification step.

Two emails

Legacy Automate + Foundation both firing. Turn one off.

Locked builder

Request access. Not a docs gap.

Next: Start From a Wizard. Screens: native guides under Types of Screens.