Automations
Set up triggers and actions that run automatically to streamline your workflow.
What Are Automations?
Automations let you put repetitive tasks on autopilot. Instead of doing the same thing manually every time, you define a trigger (the event that starts it) and one or more actions (what happens next). Wyatt takes care of the rest.
The Trigger-Action Model
Every automation follows a simple pattern:
When something happens then do something.
For example:
- When a new row is added to the "Leads" database then send a notification to the sales channel.
- When a document is created in the "Reports" folder then run the Summarize skill and add the summary to a tracking table.
- When it's 9 AM on Monday then generate a weekly status report from the Tasks database.
You can chain multiple actions together in a single automation, and each action runs in sequence.
Use Cases
Automations are useful across all kinds of workflows:
| Use Case | Trigger | Action |
|---|---|---|
| Task notifications | Row status changes to "Blocked" | Send a notification to the assignee |
| Weekly digest | Every Monday at 9 AM | Summarize recent documents and post to a conversation |
| New hire onboarding | Row added to "Team Members" table | Create a welcome document from a template |
| Content pipeline | Document moved to "Ready for Review" folder | Notify the editorial team |
| Data cleanup | On a daily schedule | Run a skill that flags incomplete database rows |
Tip
Start simple. A single trigger and action is often all you need. You can always add complexity later.
Creating an Automation
- Navigate to Automations in the sidebar.
- Click New Automation.
- Choose a trigger — the event that kicks things off.
- Add one or more actions — what should happen when the trigger fires.
- Give your automation a name and click Save.
Your automation is now live and will run automatically whenever the trigger condition is met.