Open Automations from the main navigation.
Create an automation
Choose Create, then select:
- Create with chat to describe the outcome conversationally.
- Create manually to configure the workflow directly.
Understand automation state
Use the workspace tabs to find automations by state:
- All
- Draft
- Active
- Paused
- Archived
An automation card shows its schedule or trigger, current state, and run count. Draft automations do not run until they are activated. If an automation needs a connected app, complete that connection before expecting it to run.
Monitor runs
Open an automation to inspect its configuration and run history. Review failed, blocked, or paused runs before relying on the workflow. For a one-time task, use a one-time run rather than creating an unnecessary recurring schedule.
Use cloud folders
Supported cloud storage connections can be used to import files and may also be selected as automation resources for folder-based workflows.