Automation Overview

Coherence automations let you define rules that execute actions automatically, saving time and ensuring consistency.

How Automations Work

Every automation has three parts:

1. Trigger - What starts the automation
2. Conditions (optional) - Filters that determine when it runs
3. Actions - What happens when triggered

Example: New Lead Notification

Trigger: Record created in Leads module
Condition: Status equals "Hot"
Action: Send Slack notification to #sales channel

Triggers

Record Triggers

• Record created - When a new record is added
• Record updated - When any field changes
• Field changed - When a specific field changes
• Record deleted - When a record is removed

Email Triggers

• Email received - When an email arrives
• Email sent - When you send an email
• Email linked - When an email is linked to a record

Time Triggers

• Scheduled - Run at specific times
• Date-based - Run relative to a date field (e.g., 3 days before due date)

Conditions

Add conditions to filter when your automation runs:

• Field equals/contains/starts with
• Is empty/is not empty
• Before/after date
• Assigned to specific user
• Record type/status matches

Actions

Update Actions

• Set field value
• Clear field value
• Increment/decrement number
• Add tags

Create Actions

• Create new record
• Create task
• Create note

Communication Actions

• Send email
• Send email to record contact
• Send Slack message
• Send webhook

Assignment Actions

• Assign to user
• Assign to team
• Round-robin assignment

Building Your First Automation

1. Go to Settings → Automations
2. Click Create Automation
3. Choose your trigger
4. Add conditions (optional)
5. Add one or more actions
6. Name and save your automation

Example: Task Reminder

Create an automation that reminds owners when tasks are due:

Trigger: Date-based, 1 day before Due Date field
Condition: Status not equals "Completed"
Actions:
  1. Send email to Owner with reminder
  2. Create notification in app

Best Practices

Start Simple

Begin with one action and add complexity as needed. It's easier to debug simple automations.

Use Descriptive Names

Name your automations clearly:

• ✅ "Hot lead Slack alert"
• ✅ "Task overdue reminder"
• ❌ "Automation 1"

Test Before Enabling

Use test records to verify your automation works correctly before enabling it for all records.

Monitor Performance

Check the automation log regularly to ensure your automations are running as expected.

Next: Learn about triggers and actions in detail.