Building your first automation
Automations are when-this-then-that rules that run on your board. They handle the repetitive parts — assigning, notifying, changing priorities — so your team can focus on actual work.
Q2 Product Launch
To Do
(02)Research competitors
Draft launch announcement
In Progress
(02)Design landing page hero
Onboarding flow wireframes
In Review
(01)Pricing page copy
Done
(01)Brand guidelines doc
How automations work
Every automation has a trigger (what happens), an optional condition (when to fire), and one or more actions (what to do).
Triggers fire when tasks change — moved to a column, assigned, completed, due-date approaching, and more. Actions can assign people, send Slack messages, change priorities, move cards, or post comments.
Build your first one
- 1
Open a board and click the settings icon → 'Automations'.
- 2
Click 'New automation'.
- 3
Pick a trigger — try 'Task moved to column'.
- 4
Set the column to 'In review'.
- 5
Add an action — try 'Notify in Slack' or 'Assign to'.
- 6
Save and watch it run the next time a task moves.
Every automation has a run history showing successes, failures, and skipped runs — great for debugging.
Useful automation recipes
Some patterns most teams find valuable:
- 1
When a task is moved to 'Done' → notify @team in Slack
- 2
When a task is overdue → bump priority to Urgent
- 3
When 'In review' → auto-assign to the QA lead
- 4
When a new task is created in 'Bugs' board → assign to engineering
Combining conditions
Conditions filter when an automation fires. For example: 'When task moved to Done AND priority is High → notify @leadership'. This keeps your automation noise low and signal high.
Avoid building one giant automation. Smaller, focused rules are easier to debug and turn off if needed.
Slack and email triggers
If Slack is connected, any automation that notifies the team will post to your configured channel. You can customize the bot name and channel from Settings → Slack.