Create Automation (manually)

Learn here how to start automations automatically.

In this guide, we'll walk you through the steps to manually create an automation for a single employee. While we recommend starting automation automatically with triggers, you may occasionally need to start an automation manually.

To begin creating an automation, first, navigate to the employee's profile. You can do this by going to the "Employees" section and selecting the employee for whom you want to create the automation. Once you're on the employee's profile, click the "Enroll" button. This will open a list of available workflows. Select the workflow that fits your needs and click "Start."

Start Automation as a Draft

We recommend starting automations as drafts when initiating them manually. This approach allows you to review and edit the automation before it goes live, ensuring it meets all necessary criteria and functions as intended. To start an automation as a draft, simply select the option to "Start as Draft." This option is available during the initial setup process.

When you are ready to make the draft automation live, navigate to the draft automation in your system. From there, you can finalize the process by clicking "Start Automation." This action will activate the automation and begin its execution as configured.