How to create and configure a platform automation
Create a Platform Automation to run actions when a user event happens, such as a new user signup or a change in group or team assignment. After you create it, you can add pipeline steps to define what happens next.
How do I create a Platform Automation?
Go to Automations.
Click Add Automation.
Enter an Automation Name.
Click Select Trigger Type and choose the event that will start the automation.
Complete the trigger-specific fields that appear, such as Delay (in days), Select Onboarding Form, Career, Category, Team, or Groups, depending on the trigger you selected.
Choose whether the automation is Enabled.
Click Create.
How do I configure the automation after I create it?
Open the automation from the Automations list.
Review the Automation Details page.
If needed, update the automation name or trigger-related settings.
Use Add Step to build the pipeline.
Select a Step Type such as Delay, Send Email, Push Notification, Webhook, Condition, Assign Form, Add to Groups, Remove from Groups, or Assign Career.
Fill in the required configuration fields for that step.
Click Create or Update to save the step.
How do I turn the automation on or off?
Open the automation in Automation Details.
Use the Enabled toggle to switch the automation on or off.
Click Update to save your change.
How do I check what has happened in an automation?
Open the automation details page and review Executions. Each execution shows the user, the trigger time, the current status, and the pipeline steps that ran.
You can also open a run to see step details for items such as Email sent, Push notification sent, or Form assigned.