Automations

Automations let you define rules that trigger actions automatically when certain conditions are met. They follow a When / Then pattern and can save significant time on repetitive tasks.

Creating an Automation

1. Open a board and click Automations in the top bar.
2. Click + New Automation.
3. Define the trigger (the "When" part).
4. Define the action (the "Then" part).
5. Optionally add conditions to refine when the automation fires.
6. Give the automation a name and click Save.

Triggers (When)

Trigger	Description
Status changes	When an item's status changes to a specific value
Item created	When a new item is added to the board
Date arrives	When the current date matches an item's date field
Field changes	When any field value changes
Item moved	When an item is moved to a different group
Assignee changes	When an item is assigned or reassigned
Form submitted	When a form linked to this board receives a submission
Every time period	On a recurring schedule (daily, weekly, monthly)

Actions (Then)

Action	Description
Change status	Set the item's status to a specified value
Assign person	Assign the item to a specific team member
Set field value	Set any field to a specified value
Move to group	Move the item to a different group on the board
Send notification	Send an in-app or email notification to specific people
Create item	Create a new item on the same or a different board
Duplicate item	Create a copy of the triggering item
Archive item	Archive the item
Send webhook	Send an HTTP POST to an external URL

Conditions

Add conditions to make automations more specific:

• "When Status changes to 'Done' and Priority is 'High' → Send notification to @ProjectManager"
• "When Item created and Label contains 'Bug' → Assign to @QATeam"

Examples

Auto-assign on status change

When Status changes to "In Review" Then Assign to @reviewer

Due date reminder

When Due Date is 1 day from now Then Send notification to assignee

Auto-archive completed items

When Status changes to "Done" and 7 days have passed Then Archive item

New item defaults

When Item is created Then Set Priority to "Medium" and Set Status to "To Do"

Managing Automations

The automations panel lists all rules for the current board. For each automation you can:

• Enable / Disable — Toggle the automation on or off without deleting it.
• Edit — Modify the trigger, conditions, or actions.
• View history — See a log of every time the automation fired and whether it succeeded.
• Delete — Remove the automation permanently.

Limits

• Each board can have up to 50 automations.
• Automations execute within a few seconds of the trigger event.
• Recursive automations (where one automation's action triggers another) are allowed up to 3 levels deep to prevent infinite loops.