Creating an Automation Rule

Create rules in the UI or API with the same building blocks: trigger → conditions → actions.

What is Rule Creation?

Rule creation is the process of defining when a rule should run and what it should do, from simple assignments to multi-step workflows.

Key Features

• Wizard UI – Fast, clear setup.

• API/SDK – Full programmatic control.

• Conditions – Precise matching.

• Multi-Actions – Assign + move + notify.

• Versioning – Track changes and roll back.

Why Use It?

A few rules can replace dozens of manual steps each week—freeing time and preventing mistakes.

Rule Creation in Action

name = "Move tasks to Review"
[trigger]
event = "task.due_soon"
hours_before = 24
[action]
type = "move"
status = "In Review"
enabled = true

In this example:

• Tasks due in 24h move to In Review automatically.

• The team sees work at the right stage—on time.

• You can extend this with a Slack notification.