Where Do I Find My Automations?

To access your Automations:

• Click on your Profile Icon or initials in the top right corner
• Select Automation from the drop-down menu
  
  

You will be directed to the "Automations" tab in your account settings.

From here, you'll see an overview of your Automation Rules:

1. The Name of your Automation and its Triggering Record
2. Check the box in this column to indicate the Automation is Active. Uncheck the box to Deactivate it.
3. The Conditions that your Automation obeys
4. Actions are what the Automation is being told to do

If you already have Automation Rules set up, you can duplicate one by clicking on the 3 dots to the right of the Rule title and selecting "Duplicate" from the menu.

To add a new Rule, click on the blue +Add rule button located at the top right.