Automation: What should I use automation for?

Use automation when the app needs to do something after a user action or data event. If users only need to view, add, or edit records, a normal data screen may be enough. If work needs to move, notify someone, wait for a decision, update status, or show a failure, use automation.

Automation Home wizard catalog.

Good automation use cases

A purchase request needs approval.
A timecard needs manager review.
A team needs a queue of work.
A user needs a notification when something changes.
A reviewer needs a Decision screen.
A requester needs Workflow Status.
Users need a Conversation around a record.
An external system needs a webhook or linked app handoff.
A failed route needs Exception Resolution.

Start here

Read Automation Overview, then use Start From a Wizard if you know the business outcome.

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Last updated 14 days ago