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Set up your first automation
Learn how to create your first automation, whether from scratch or using templates. This tutorial walks you through choosing triggers, adding conditions, setting actions, and refining your workflow. You’ll also discover how to activate, manage, and track your automations to keep everything running smoothly.
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Automatic Assignment
5 mins
Custom field to trigger automation
5 mins
Date-triggered automation
4 mins
Getting started with Automations
4 mins
Set up automations for other users
4 mins