> For the complete documentation index, see [llms.txt](https://docs.notionapps.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.notionapps.com/customize-app/types-of-screens/automation-screens.md).

# Automation Screens

## Native Automation And Operational Screen Guides

> Current state: native Automation and Operational screens are entitlement-gated surfaces inside **Automation (Beta Testing)**. They use the same broad app-screen model as data screens, but they read NotionApps runtime state instead of ordinary Notion database rows.

NotionApps native automation screens give makers a way to expose workflow, messaging, queue, decision, notification, exchange, and operational state directly inside a live app. They are not simply different list layouts. A normal data screen reads Notion records. A native automation or operational screen reads platform-owned runtime activity, such as workflow runs, queue items, decision items, messages, announcements, failed work, linked app exchanges, and operator summaries.

Use these guides when a maker needs to understand what each screen is for, how each builder section works, and how the live user experience behaves after the app is published.

### Screen Guide Index

| Screen               | Builder group | Primary job                                                                            | Primary foundation           |
| -------------------- | ------------- | -------------------------------------------------------------------------------------- | ---------------------------- |
| Work Queue           | Automation    | Claim, complete, release, or escalate human work created by automation.                | Workflow, optional Messaging |
| Decision             | Automation    | Approve, reject, or request changes at a workflow checkpoint.                          | Workflow                     |
| Conversation         | Automation    | Read and send contextual messages, replies, and direct chats.                          | Messaging, optional Workflow |
| Exception Resolution | Automation    | Review failed or blocked automation and recover safely.                                | Workflow, optional Messaging |
| Notification Center  | Automation    | Read announcements, alerts, notifications, acknowledgements, and dismissals.           | Messaging, optional Workflow |
| Linked App Exchange  | Automation    | Review app-to-app requests, replies, payloads, and link state.                         | Messaging, optional Workflow |
| Workflow Status      | Operational   | Show workflow runs, waits, retries, failures, and timeline progress.                   | Workflow                     |
| Automation Launcher  | Operational   | Manually start approved workflows or operator actions.                                 | Workflow                     |
| Operator Console     | Operational   | Monitor operational metrics, failures, queue depth, deliveries, and linked app health. | Workflow and Messaging       |

### Shared Mental Model

Every native automation screen has three layers.

| Layer                 | What it means                                                                                                                    |
| --------------------- | -------------------------------------------------------------------------------------------------------------------------------- |
| Builder configuration | The maker chooses source binding, access, display, action, preview, and empty-state behavior.                                    |
| Runtime state         | NotionApps creates or receives workflow, messaging, queue, decision, notification, exception, exchange, and operator state.      |
| Live screen           | End users see a normal app screen that shows only the runtime state they are allowed to see and actions they are allowed to run. |

The most important distinction is this:

```
Data screens show Notion records.
Native automation screens show NotionApps runtime work.
```

That distinction affects setup, access, testing, and troubleshooting. If a maker expects a Work Queue to behave like a Notion table, they will configure it incorrectly. If a maker expects a Conversation screen to show every row comment, they will miss the messaging channel, topic, conversation, and correlation model.

### Shared Builder Sections

Every guide explains the same builder sections, because each native screen uses the shared automation screen configuration component.

| Section                     | What the maker controls                                                                           | Common mistake                                                            |
| --------------------------- | ------------------------------------------------------------------------------------------------- | ------------------------------------------------------------------------- |
| Header and screen type      | The screen category, title, and description users will see.                                       | Naming the screen after internal IDs instead of the user job.             |
| Automation source           | The listen scope: entire app, specific screen/form, workflow, conversation/thread, or linked app. | Choosing Entire app when the screen should be route-specific.             |
| Template setup state        | Whether template provisioning remapped the screen binding correctly.                              | Ignoring Needs review after cloning or repairing a demo.                  |
| Related context             | Available screens, controls, workflows, channels, recent messages, and generated recipe objects.  | Copying IDs manually instead of using context-aware pickers.              |
| Visibility and access       | Data-screen style visibility rules plus allowed roles/users.                                      | Exposing operational screens to ordinary users.                           |
| Display and action policy   | Title, description, payload visibility, density, timeline, and claim requirement.                 | Showing too much payload or requiring claim where it does not make sense. |
| Available actions           | What buttons users can press and where actions route afterward.                                   | Adding actions to screens that should be read-only.                       |
| Preview scenario            | Device, orientation, persona, state, and preview mode for testing.                                | Publishing after only testing the happy path.                             |
| Empty state and sample data | No-data copy and sample runtime references for preview.                                           | Empty copy that sounds like a broken integration.                         |

### Choosing The Right Screen

Use this quick decision table before adding a native screen.

| User job                                     | Best screen          | Why                                                                       |
| -------------------------------------------- | -------------------- | ------------------------------------------------------------------------- |
| See work that needs ownership and completion | Work Queue           | Work Queue has claim, release, complete, and escalate behavior.           |
| Answer approve/reject/request changes        | Decision             | Decision records a structured workflow outcome.                           |
| Ask questions or reply in context            | Conversation         | Conversation is backed by Messaging and supports threaded replies.        |
| Recover failed or blocked automation         | Exception Resolution | Exception Resolution is for repair, escalation, and failed-work recovery. |
| Read durable notices                         | Notification Center  | Notifications persist after transient messages disappear.                 |
| Inspect app-to-app handoffs                  | Linked App Exchange  | It is scoped to linked applications and exchange traffic.                 |
| Track where a workflow run is                | Workflow Status      | It shows run cards and timeline progress.                                 |
| Start an approved manual automation          | Automation Launcher  | It gives trusted users a controlled launch action.                        |
| Monitor app automation health                | Operator Console     | It summarizes operational metrics and recent runtime activity.            |

### Safe Defaults

When a maker is unsure, start conservative.

* Use **Specific workflow** instead of **Entire app** for most user-facing screens.
* Use **Redacted preview** or **Metadata only** payload visibility unless the audience is internal support.
* Keep operational screens restricted to Admin, Operator, Support, or Supervisor roles.
* Turn **Show timeline** on for status, exception, operator, and internal queue screens.
* Turn **Require claim before action** on for shared Work Queue and Decision screens.
* Test with at least one allowed user and one disallowed user.
* Test empty, loading, error, mobile, and claimed-by-other states before publishing.

### GitBook Publishing Note

These Markdown files are written to be copied or imported into GitBook as standalone maker guides. Each screen guide intentionally repeats the shared builder sections so a maker can land on any one page and still understand the full configuration model without reading the entire folder first.
