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Automation examples

The fastest way to get comfortable with automation is to copy a working shape and tweak it. Here are three recipes, from simple to richer. Each one is an automation (a trigger) pointing at a flow (the steps).

Recipe 1 — Welcome on assignment

Section titled “Recipe 1 — Welcome on assignment”

Goal: when a task is created, send a friendly message to whoever it’s assigned to.

Trigger: Task Created.

Flow:

  1. Start — receives the new task. It hands you task_id, assignee_id, and more.

  2. Send Message — write a short note and address it to the assignee:

    Welcome aboard! You've been assigned task {{ ctx.start.task_id }}.

  3. Save the flow, then create an automation: trigger Task Created, linked to this flow.

That’s the whole thing. Every new task now greets its owner.

Recipe 2 — Escalate high-priority work

Section titled “Recipe 2 — Escalate high-priority work”

Goal: when a high-priority task is created, create a follow-up subtask, alert a channel, and log it to a database.

Trigger: Task Created.

Flow:

  1. Start — receives the task, including priority.

  2. If/Else — check whether {{ ctx.start.priority }} equals High.

    • If High → continue down this path.
    • Otherwise → end the flow.

  3. Create Task — make a “Triage” subtask under the new task.

  4. Send Message — post to your “#escalations” channel:

    🚨 High-priority task {{ ctx.start.task_id }} just landed — triage subtask {{ ctx.create_task.task_id }} created.

  5. Create Entry — add a row to an “Escalations log” database for later reporting.

Recipe 3 — Daily standup nudge

Section titled “Recipe 3 — Daily standup nudge”

Goal: every morning, post an AI-written summary to the team channel.

Trigger: Daily schedule, set to 9:00 AM in your timezone.

Flow:

  1. Start — a scheduled run, so it carries no specific item.

  2. Generate Message (AI) — ask an agent to draft a short standup prompt or summary with full workspace context.

  3. Send Message — post the result to your “#standup” channel:

    {{ ctx.generate_message.message }}

Because schedule triggers don’t arrive with a task attached, this flow creates its content with AI rather than reacting to one item — a common pattern for routines.

Build your own

Section titled “Build your own”

Once a shape clicks, change one thing at a time: a different trigger, a different message, an extra block. Head to Flows to open the builder and start assembling.

Section titled “Related”