Start an automation rule from a template

Step-by-step walkthrough

1. 01

   Open Settings → Automation & AI and choose Templates. Read the event and action on each template before selecting one.

2. 02

   Choose a template such as Unassigned intake alert, First response warning, or On-hold review reminder. The existing rule editor opens with editable values.

3. 03

   Review conditions, actions, recipients, delays, ordering, and stop-processing behavior. Confirm that any referenced team or teammate is eligible for the intended action.

4. 04

   Save draft, then use the available test and review controls. Saving a draft does not activate the rule.

5. 05

   Publish separately when the rule is ready. Create a controlled test event and inspect Activity to confirm what happened.

A closer look at the interface

These are actual product captures from a fictional demo workspace. Navigation and available controls can differ by role, configuration, or release.

Automation templates

View full screenshot

Automation templates

Templates are starting points for a draft, not automatically activated rules.

1. 1Choose the template matching the intended event.
2. 2Review conditions and recipients before saving.
3. 3Publish is a separate action after the draft is ready.

Important details