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Which automation: legacy Automate vs Workflow Foundation

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

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 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.

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.

  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.
You need Open
First live notify or approval in ~5 minutes Start From a Wizard
Every trigger Trigger catalog
Every step Step catalog
Channels, named topics that create work or wake a Wait, publishers, announcements Messaging — topics that perform work
Outcomes beyond approve/reject Approval workflows
HTTP in/out Webhook technical reference
Deep books Workflow Foundation User Guide, Application Messaging Foundation Guide

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

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

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.

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.

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.