PULSE Academy / Workflow Automation
When → If → Then, with a run log you can trust.
Intermediate · 8 minutes · Article
An automation is When (a trigger) → If (optional conditions) → Then (actions). Triggers include a record being created, a status or field changing, a due date approaching, a form being submitted, an approval being decided, or a schedule.
Actions can set a status or priority, assign someone, notify people, create a task, add a comment or escalate. Every run is in the Run log, and failed actions can be retried. Changes made by automations don't trigger other automations, which prevents loops.