Automations

Automations are event-driven rules that execute actions when specific triggers fire. Define "when X happens, do Y" rules to eliminate repetitive work.

Triggers

These events can start an automation:

Trigger	Fires When
Task Created	A new task is added
Task Completed	A task is marked done
Task Updated	Any task field changes
Meeting Created	A new meeting is scheduled
Meeting Ended	A video call finishes
Document Updated	A document is saved
Email Received	An email arrives in your inbox
Calendar Event Created	A new calendar event is added
Timer Started	A focus timer begins
Timer Stopped	A focus timer ends

Actions

When a trigger fires, one of these actions runs:

Action	What It Does
Send Notification	Push a notification to the user
Create Task	Automatically create a new task
Create Document	Generate a new document
Send Email	Send an email
Log Event	Record the event to the automation log

Creating an Automation

1. Navigate to Automations in the sidebar
2. Click New Rule
3. Enter a name (e.g., "Meeting follow-up")
4. Select a When trigger from the dropdown
5. Select a Then action from the dropdown
6. Optionally add a Condition as JSON to filter events (e.g., {"priority":"high"} to only fire for high-priority tasks)
7. Click Create

Templates

Eight pre-built templates are available for common workflows:

• Meeting follow-up — meeting.ended → create_task
• Task completion alert — task.completed → notify
• Email to task — email.received → create_task
• Meeting notes — meeting.ended → create_doc
• New task notification — task.created → notify
• Document change log — document.updated → log
• Calendar reminder email — calendar.created → send_email
• Focus session log — timer.stopped → log

Click any template to pre-fill the automation form, then customize the name and conditions.

Managing Automations

Each automation card shows:

• Enable/disable toggle — turn rules on or off without deleting them
• Trigger → Action — visual chips showing the event flow
• Run count — how many times this rule has fired
• Last ran — relative timestamp of the most recent execution
• Edit/Delete buttons

Dashboard Stats

At the top of the automations page:

• Active — number of enabled rules
• Total Rules — all rules including disabled ones
• Total Runs — cumulative execution count across all rules

Automation Logs

Click Logs to view the execution history. Each log entry shows the trigger event, the action taken, and when it ran.

Conditions

The optional condition field accepts a JSON object that is matched against the event payload. Only events matching all specified fields will trigger the action. Leave empty to fire on every matching event.