Automations

Automations 101

Automations are multi-step workflows that can:

• Run manually
• Run on a schedule
• Run on events (Slack messages, new email, new HubSpot records, etc.)
• Run via polling triggers (periodic checks for new items)

Key Concepts (Simple Definitions)

• Trigger — How a workflow starts (manual / scheduled / event-driven)
• Step — One action in the workflow (AI generation, Slack message, create doc, etc.)
• Input — What a step needs to run
• Output — What a step produces (usable by later steps)
• Variables — How you reference trigger inputs or earlier outputs (e.g., #StepName.fieldName#)

Next

• Creating Automations
• Running Automations
• Triggers and Actions
• Variables