Automations

🌟 New feature release: Automations Lite

We’ve introduced Automations Lite, a brand-new module designed to help you save time and work smarter. With Automations Lite, you can enable simple workflows in just three steps.

Key Highlights

• Step-by-Step Setup: Build automations by selecting a setting, trigger, and action.
• Turn on the automations you need and let them run in the background.
• Easily browse available templates by category.
• Automations run with your permissions, ensuring safe data handling.
• Triggers run in the background with 99.8% reliability.
• Easy Management: View all active automations and disable them anytime.

Why It Matters

Automations Lite empowers your team to:

• Save time on manual, repetitive tasks.
• Reduce mistakes and improve accuracy.
• Boost efficiency with simple, safe workflows.
• Increase adoption by making automation accessible to everyone.

What’s Not Included (Yet)

To keep things safe and simple, Automations Lite does not include:

• A custom automation builder.
• Complex multi-step workflows.
• Modifications to the underlying core logic of templates.
• Logging & history of automation runs – Coming soon, so you’ll be able to track executions and troubleshoot if needed.

👉 Click here to watch the webinar video on Automations Lite and see it in action.