Creating your first automation

Automations connect your HR, sales, and operations work, so routine steps happen on their own.

Steps

1. 1Go to Automations → New.
2. 2Pick a trigger, such as a deal closing or a new hire starting.
3. 3Add one or more actions, such as creating tasks or sending notifications.
4. 4Run a test with sample data.
5. 5Turn the automation on.