Create a New Automation

To create a new automation, you may either copy an existing Automaton or build a new Automation from scratch.

Create a Copy of a Running Automation

1. Navigate to the Settings Menu (grid icon) and select Automations

2. On the Automation inbox tab for Running Automations, click the duplication icon on the right

3. A new draft copy will be created of the Automation that is running

Create a Copy of a Draft Automation

1. Navigate to the Settings Menu (grid icon) and select Automations

2. On the Automation inbox tab for Draft Automations, click the duplication icon on the right

3. A new draft copy will be created of the previous draft Automation

Create a new Automation

1. Navigate to the Settings Menu (grid icon) and select Automations

2. Click the blue button in the top right for +New Automation

3. Set the Trigger type for your automation and set any desired filters to the Trigger

4. Click Save

5. Proceed to add the desired Steps