Automation
Build rules, multi-step workflows, scheduled tasks, and advanced reliability patterns so routine work runs automatically and stays fast even at large scale.
Automation reduces manual work by reacting to events and running trusted sequences. Start with simple rules, graduate to workflows, and apply advanced patterns when volume grows.
This hub introduces each layer—use the child articles for specifics.
Rules and triggers
Define when automation runs using events, filter conditions, and guardrails so the right rules fire at the right moments without unintended side effects.
Scheduled tasks
Run automation on cron-style schedules with timezone-aware execution, configurable backoff on failure, and clear visibility into upcoming and recent runs.
Workflow builder
Build your first workflow
Step-by-step tutorial that walks you through creating a simple approval workflow, from picking a trigger to publishing the finished automation for your team.
Conditions and branches
Model conditional paths, parallel branches, and merge strategies in workflows so each automation handles edge cases without sprawling into duplicated logic.
Error handling
Configure retries, compensating steps, alerting, and fallback paths so workflows fail safely and notify the right people when something needs human attention.
Advanced patterns
Rate limits
Understand the automation rate limits that apply per workspace, how throttling decisions are made, and how to design workflows that stay within the limits.
Idempotency
Use idempotency keys to make automation runs safe under retries, prevent duplicate side effects, and design workflows that converge to a consistent result.
Retry policies
Configure exponential backoff, maximum attempts, and dead-letter handling so failed automation runs recover gracefully without overwhelming downstream systems.