Running Automations

Automations run in three ways: manual (on demand), scheduled (time-based), or event-driven (when something happens). The trigger type you add in the Build tab determines how the automation runs.

Manual Execution

1. Open the automation and go to the Run tab
2. Enter values for any required inputs (defined by the Manual Trigger)
3. Click Run
4. Watch progress: the current step is highlighted; outputs appear as each step completes
5. Expand step outputs to view JSON or copy data

Use case: Testing, one-off runs, user-initiated processes.

Scheduled Execution

1. Add a Scheduled Trigger as the first step in the Build tab
2. Configure the schedule:
   • Frequency – Hourly, daily, weekly, monthly, or custom cron
   • Timezone – When the schedule runs
   • Time – Specific time for daily/weekly/monthly
3. Use the Schedule toggle in the Build tab toolbar to enable or disable
4. Use Manage → Manage Schedule to view all scheduled automations, enable/disable, edit, and see last/next execution

Use case: Daily reports, weekly syncs, monthly billing.

Event-Driven Triggers

These fire in real time when an event occurs:

• Slack Channel Message – Message posted in a channel; configure channel(s) and optional filters
• Slack Direct Message – DM received

Configuration: Set the channel, optional text filter, and optional user filter in the trigger step.

Use case: Auto-respond to Slack, create tasks from messages.

Polling Triggers

These check external systems periodically and run when new data matches:

• HubSpot – Contact/Company/Deal Created
• Gmail – New Email, Email Sent, Email Archived
• Office365 – New Email, Calendar Event Created, Meeting Starting/Ended
• Google Calendar – Event Created, Meeting Starting/Ended
• Google Drive – File/Folder Added
• Google Sheets – New Row
• Airtable – New Record
• Todoist – Task Created
• Fireflies / Avoma – Transcript Available

Use case: Process new HubSpot contacts, react to new Gmail, run when meeting ends.

Execution States

• Not Started – Ready to run
• Running – In progress; current step highlighted
• Completed – Finished successfully
• Failed – Error occurred; check step outputs for details
• Cancelled – Stopped by user

Viewing Outputs

In the Run tab during or after execution:

• Each step has an expand/collapse control
• Expanded steps show output as JSON
• Copy or use outputs for debugging
• Outputs from one run are available until you run again

Batch Runs

In the Batch tab:

• Add rows – Manually enter inputs for multiple runs
• Import CSV – Load inputs from a CSV file
• AI Import – Upload a document; AI extracts input rows
• Run All – Execute all rows
• Run Selected – Run only selected rows

Use batch runs when you have many input sets (e.g., multiple contacts, deals, or documents).

History

The History tab lists past runs:

• Columns: Run ID, status, creator, start/end time
• Filter by status, date range, creator
• Click a run to view full details and step outputs
• Re-run – Start a new run with the same inputs (if supported)

Managing Schedules

Go to Manage → Manage Schedule to:

• View all scheduled automations
• Enable or disable individual schedules
• Edit schedule configuration (frequency, timezone, time)
• See last execution and next scheduled execution