Do you sometimes feel like you are burdened with too much manual labor? Do you want to automate certain tasks for you without requiring any coding knowledge? If so, you’re in for a treat!

Enhance your workflow with our automation! This incredible functionality empowers you to establish automated workflows customized for your team’s requirements by designing your own or selecting from ready-made templates. You can create new combinations perfectly suited to your workflow and seamlessly integrate them into it.

Learn the lingo

Each automation comprises a trigger, a condition, and one or more actions.

 Please display the explanations or meanings of these items 

To better understand triggers, conditions, and actions, let’s examine a recipe example: “If the status changes to a certain thing, then the item should be archived.”

In this scenario, the trigger is “When the status changes.” The condition is “to a specific status” (in this instance, the “No longer relevant” status label was selected), and the action is “archive the item.” 

With this automation implemented, any time an item’s Status Column is marked with the “No longer relevant” label, the item will be automatically archived!

Note: Check out the Automation and Integration Actions article to learn more about automation actions and how it affects pricing.

Add an automation

When you add automation, you can either personalize your recipe or select from a set of pre-existing automation recipes (we’ll demonstrate this later!). To commence creating custom automation, click to enter the Automation Center and then opt for “Create custom automation,” as depicted below:

Customization Time 

Step 1: Choose a trigger

The initial phase in creating your automation is selecting a trigger by clicking “When this happens.” You can then pick a trigger from the dropdown list or select “More options.” A trigger could be a column from your board (such as Status, People, Date, etc.) or an action/event (like item created, periodic intervals, etc.).

In the above example, we’ve designated the trigger to be a modification in the Status Column. Next, it’s time to determine the condition for this trigger!

Step 2: Select a condition

You’ll need to choose a condition depending on the trigger you’ve selected in the first step. In this scenario, we intend to initiate an action when the Status Column named “Contract” is changed to “Signed.”

To accomplish this, we’ve clicked on the underlined fields, selected the Status Column labeled “Contract,” and then picked the “Signed” label, as illustrated below:

Note: The labels shown are consistent with your board’s chosen Status Column labels. If you want to define additional conditions in your recipe, click on the plus sign adjacent to the existing condition and select another one! As a demonstration, we’ve included another condition of “if a person is someone.”

Now, the automation will only be set in motion if “Contract” changes to “Signed” and if the sales rep is assigned to “X”

Step 3: Set an action

Now that we’ve established the first portion of our automation (trigger + condition), it’s time to decide on an action for it! Click the gray “Then do this” field to choose an action. From there, you can pick an action from the list of options in the dropdown or by selecting “More options.”

For our automation, we opted for the “notify someone” action, as shown below:

Now, it’s time to finalize the selected action! To customize the specific action, click the underlined field(s). In our situation, we’ll customize the notification message that will be sent by using the “notify” field. Then we’ll select who will receive this automated notification by clicking on the “someone” field.

Great news! Our automation has been completed and is operational now. Once you click the blue button labeled “Create Automation,” it will be activated. As a result, whenever the “Contract” Status Column is marked as “Signed,” the Sales Manager will receive immediate notification.

Tip:  It is possible to include several actions in your automation recipe. We will explain how to do this shortly.

Multi-step automations

You can include multiple actions within a single automation recipe if you need to design more intricate and extended automation processes. To accomplish this, select the plus sign next to the existing action, choose the new action, and then provide the necessary information in the underlined fields.

You can add as many actions to a single automation recipe as you would like.  

Pre-set automation recipes

If you prefer to use a pre-existing automation template rather than building your own, you can explore the categories listed on the left-hand side of the menu. These categories offer a good starting point for finding what you need. Alternatively, the search bar can quickly locate a pre-designed recipe.
Once you have chosen a pre-existing recipe template, enter the information in the underlined fields, and click the “Create Automation” button. Your automation will then be ready to use!
If you want to find out more about the various categories and types of recipes we provide, take a look at the following articles:
  • Status change, Recurring tasks, Date reminders, Item creation, Move item (within a board), Cross-board, Subitems, Dependencies, Custom recipes

Edit, delete, template, or duplicate an automation

  • Toggle automations on or off
After incorporating Automation into your board, you can access the “Board Automation” tab and enable or disable them using the switch icon, as shown below. 
  • Edit an automation

If you want to modify your automation recipe settings, click on the three-dot menu and choose “Edit Automation,” as shown below. This action will launch the automation editor, enabling you to add or remove conditions and actions or adjust your recipe as required.

  • Duplicate an automation

Another option from the three-dot menu is replicating automation by selecting “Duplicate Automation”! This action will open the automation editor, allowing you to make modifications as needed. To finish the duplication process, click the blue “Create Automation” button, and your duplicated automation will be ready.

Tip: As long as Automations are enabled in the Board Automation section, it can be replicated across different boards and templates.
  • Save an automation recipe as a template

You can save your customized recipe as a template and share it with other users in your account. To achieve this, click on the three-dot menu beside the automation, choose “Save as a template,” give it a name, and click “Create Template” to save it.

  • Delete unwanted automations

If you want to remove an automation recipe, delete it from the same menu by selecting “Delete Automation” and then “Delete Permanently.”

Supported columns 

The “notify” field of notification automation is presently not compatible with the following column types:

  • Formula, Auto Number, Progress, Dependency, Connect Boards

The following column types are presently not compatible with the mapping of an item:         

  • Tags, Mirror, Dropdown, Time Tracking, Dependency, Link to Item, Location, World Clock, Phone, File, Week, Link, Country, Team, Vote

Note: Automation and integration recipes will not support columns with viewing restrictions as a security measure.

Time-based automations

You might be curious about how time-based automation functions, such as in the following recipe: “Notify someone when the date arrives” in the “date” field.

If users have different time zones in their desktop settings, the same time-based automation will execute at other times. For instance, if the “When” in the recipe mentioned above is set for 9 am, users in New York City will receive notifications at 9 am EST, while users in Tel Aviv will receive notifications at 9 am IDT.

As previously explained, time-based automation operates on the time zone of your local desktop. However, if your time zone settings in My Profile significantly differ from your local time zone (more than a few hours), you may encounter an issue. In such cases, these two settings must be different; please get in touch with our support team at and provide some details about your use case so that we can give feedback to our team.

Note: When using an automation recipe that includes the phrase “When the date passed,” the automation will be activated at midnight of the date specified.

How to transfer ownership

Transferring ownership of a board to another person is easy. Giving someone else controls over a board, you manage can be useful, including the ability to edit any automation you’ve set up. As an account admin, you can transfer ownership by following simple steps.

Note: Currently, It is only possible to transfer ownership of automation, not integrations. To transfer automation ownership, go to your profile picture, then click “Admin,” “Users,” and “Automation Ownership.”

To change ownership, select the current and new owners from the dropdown menu on this page. Afterward, click on the “Change owner” option, and you will be all set.

Note: For the ownership transfer of the automation to be successful, the current owner needs to be an active user of the account. If the user is deactivated, the transfer will not be possible.

Automation rate limitations

Although there is no cap on the number of recipes you can create, there are certain restrictions regarding the number of automations that can be activated or actions that can be executed through the API in a minute. We have put these limits in place to avoid overburdening our servers.
  • Trigger rate limit:
    The frequency at which a single recipe can be triggered within a minute is restricted. When this limit is reached, both the creator of the recipe and the recipe itself will receive a bell notification, and the recipe will be deactivated.

  • Action rate limit:
    The frequency at which a single recipe can be triggered within a minute is restricted. When this limit is reached, both the creator of the recipe and the recipe itself will receive a bell notification, and the recipe will be deactivated.

Additional resources

If you could not find what you were seeking in this article, there’s no need to worry. We have a few additional resources that may be of assistance to you:
  • If you are experiencing any issues with your automation recipes being deactivated, refer to this article for assistance.
  • This article provides details on the pricing for Automation and Integration services and is helpful for anyone who wants to know more about the costs involved.
  • Examine all the specifics concerning triggers and actions for Automation and Integration.
  • Button column: The recently added button column is compatible with automations. It allows you to configure the column so that an action is performed when the button is clicked.

For more specific information on different categories of automations, check out the following articles: 

  • Status change, Recurring tasks, Date reminders, Item creation, Move item (within a board), Cross-board, Subitems, Dependencies, Custom recipes

For further questions, please visit our Knowledge Center.  To view the Knowledge Center, click the Home Page icon the top right of your page, then select “Support” and make you way to “Help Center” in the bottom left.  If you have additional questions, please feel free to contact our team by selecting the blue “Contact Us” button.