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
Section titled “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
Section titled “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
Section titled “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)
Section titled “Build it (choose)”- If the job is “save, then thank-you screen” → Form submit only.
- 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.
- If the job is an approval, a queue, a conversation, or a webhook intake → Foundation. Start at Start From a Wizard.
- 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)
Section titled “Every control (decision table)”| 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.
What users see
Section titled “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
Section titled “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
Section titled “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
Section titled “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. |
Related
Section titled “Related”Next: Start From a Wizard. Screens: native guides under Types of Screens.