Automation Approvals
Review, approve, or dismiss the messages and charges held back by automations that need your say-so before they run.
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Help for Automations in Work Planner.
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Advanced Automations and Conditions
Build a custom automation by choosing your own trigger and action, then add conditions to control exactly when it runs.
Read articleCreating an Automation
Pick a ready-made recipe, then set the business, channel, timing, approval, and message for a new automation.
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How the Automations screen lists your automated reminders, chasing and charges, and how the engine decides when each one runs.
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