Introducing Automations 2.0
Automations 2.0 replaces the fixed sequence of trigger, delay, condition, AI and action with a visual workflow builder. Add the steps you need in your chosen order, then branch, loop, schedule and inspect runs.
Your existing automations have already been migrated. Open one to use the new builder, and select Expand for the full-page canvas.
Improvements
- Automations Start in the inline automation builder and select Expand to work on the full-page canvas.
- Expressions Use the expression picker to search and select any field or value available to the automation.
- AI Describe your process and AI drafts the automation workflow.
- Automations Each automation now has a plain-language summary of what it does.
- Automations Use an On Demand trigger to run an automation with a button.
- Automations Schedule an automation to run once, hourly, daily, monthly, quarterly or using a cron expression.
- Automations Split an automation into sequential, parallel or if-else branches, and apply conditions to its paths.
- Automations Use loops to repeat steps for each item in a list, such as every idea in a collection.
- AI Chain multiple AI steps, with each step using the output of the previous one.
- Automations Store variables for later steps, or let users edit individual variables while locking steps and hiding the workflow builder.
- Automations Inspect each automation run, including which steps passed or failed and each step’s input and output.
- Automations Automation versions are saved as you edit, and you can restore a previous version in one click.
- Automations Enable automatic retries for a step, or mark it optional so the automation continues if it fails.