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Create Automation

Use Automate to create a new workflow for repeatable teamspace tasks.

Creating the automation from the table page gives you a new workflow shell that you can open and configure right away.

Before You Start​

  • You must have permission to edit teamspace settings.
  • Decide what event or schedule should start the workflow.

Steps​

  1. Open Teamspace Settings > Automate.
  2. Click Create.
  3. Open the new automation from the list to configure its trigger and actions.

When Should I Use This?​

  • When you want to turn a recurring manual process into a reusable workflow.
  • When your team needs a new automation for a specific reporting or follow-up routine.

Tips​

  • Create the automation first, then define the trigger and actions in the detail view.
  • Use a clear automation name once the workflow purpose is finalized.

Example​

This video shows how to create a new automation from the Automate table page.

FAQ​

Q: Does creating an automation also configure it?​

No. Creating the automation adds the new workflow entry, and you finish the setup in the detail view.

Q: Can I rename the automation later?​

Yes. You can open the automation and update its name after the workflow is configured.