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Automation overview

Every team has work that happens the same way every time: someone gets assigned a task, so you ping them; a new lead lands, so you log it; every Monday, you nudge the team for a standup. Automation in BridgeApp does that busywork for you — reliably, around the clock, and without a single line of code.

There are two pieces, and they’re easier than they sound:

  • An automation is a rule. It watches for something to happen (or waits for a scheduled time) and then runs a flow. Think of it as “when this happens, do that.”
  • A flow is the “do that” — a visual sequence of steps you build by snapping blocks together on a canvas. Each block does one small thing: send a message, create a task, look something up in a database.

You design the flow once, then point as many automations at it as you like.

A quick mental model

Section titled “A quick mental model”
Trigger  ──▶  Flow  ──▶  Result
(when)        (what)      (done)


"A task is        "Send a welcome      The assignee gets
 created"          message to the       a friendly ping
                   assignee"

The trigger answers when should this run. The flow answers what should happen. Put them together in an automation and you’ve taught BridgeApp a new habit.

When to reach for automation

Section titled “When to reach for automation”

Automation shines whenever you catch yourself doing the same small thing over and over:

  • Hand-offs — notify the right person the moment a task changes hands.
  • Bookkeeping — copy new information into a database, or create a follow-up task automatically.
  • Routines — post a daily summary, a weekly report, or a monthly reminder on schedule.
  • Connections — call an outside service (with a web request) when something happens in your workspace.

What’s in this section

Section titled “What’s in this section”
  • Automations — the rules that tie a trigger to a flow, and the run history (“launches”) that lets you see exactly what happened.
  • Triggers — the events and schedules that start an automation.
  • Flows — the visual builder and the blocks you assemble into a sequence.
  • Nodes, edges & pins — the vocabulary of the canvas, explained gently.
  • Examples — three ready-to-copy recipes to learn the shape.
Section titled “Related”