Automations

Create powerful automations to eliminate repetitive tasks and streamline your workflow

7 articles in this collection
Written by Peter Novosel and Emma Montgomery

Automation Overview

Introduction to Automations

Save time and streamline your work with SmartSuite automations

Written by Emma Montgomery
Updated over a week ago

Using Automations

Creating an Automation

Step by step guide to creating your first automation

Written by Emma Montgomery
Updated over a week ago

Automation Triggers

Learn how to configure Automation triggers in SmartSuite and understand each of our available triggers

Written by Emma Montgomery
Updated this week

Automation Conditions

Learn how to configure Automation Conditions in SmartSuite and Understand Each of our Available Operators.

Written by Emma Montgomery
Updated this week

Automation Actions

Learn how to configure Automation actions in SmartSuite and understand each of our available actions/integrations

Written by Emma Montgomery
Updated over a week ago

Managing Automations

Editing, duplicating, deleting, disabling automations and SmartSuite Automation Limits

Written by Peter Novosel
Updated over a week ago

Permissions

Permissions Required to use Automations

Understand the requirements for creating, configuring and managing Automations

Written by Peter Novosel
Updated over a week ago