Automations

What Are Automations?

Automations remove repetitive work so your team can focus on results.

What are Automations?

Automations are if-this-then-that rules. You define a trigger, optional conditions, and actions (assign, move, notify, update fields).

Key Features

  • Event Triggers – Task created/updated/completed.

  • Conditions – Match on labels, priority, assignee, etc.

  • Multiple Actions – Chain updates and notifications.

  • Schedules – Run daily/weekly digests.

  • Safe Testing – Dry run and version history.

Why Use Them?

Automations save hours, reduce human error, and keep processes consistent—every single time.

Automations in Action

name: "Auto-assign bugs"
trigger: { event: "task.created", match: { label: "bug" } }
action:  { type: "assign", assignee_id: "user_qalead_01" }
enabled: true

In this example:

  • New “bug” tasks get assigned to the QA lead.

  • The rule runs continuously in the background.

  • You can disable or version this rule anytime.

Background

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