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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 by combining event triggers, filters, and guardrails so rules fire on the right records without runaway loops or noise.

Scheduled tasks

Schedule recurring automation with cron-style expressions, handle timezones and daylight saving safely, and configure backoff for failed runs.

Workflow builder

Build your first workflow

Step-by-step walkthrough for building your first approval workflow, from picking a trigger to adding review steps, notifications, and completion actions.

Conditions and branches

Model conditional logic with if-else branches, parallel paths, and merge strategies so workflows route work based on field values and event data.

Error handling

Handle workflow failures with retries, compensating steps, fallback branches, and alerts so partial runs do not leave data or downstream systems stuck.

Advanced patterns

Rate limits

Understand per-workspace and per-integration automation rate limits, how throttling works, and patterns to design workflows that stay within quota.

Idempotency

Use idempotency keys to make automation safe under retries: scope keys, store processed requests, and handle payload conflicts without duplicate side effects.

Retry policies

Configure exponential backoff, maximum attempt counts, and dead-letter handling so workflow steps recover from transient errors without lost events.