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Automation

Set the next step in motion.

When an item's status changes, a flow runs the handoff: it assigns the next person, tells the team and creates the follow-up. Every run is recorded.

Get early access See a flow run

How a flow runs

One status change, every step after it.

Build the handoff once. From then on, moving an item to the right status is all anyone has to do.

Flows

Build the handoff once.

A flow starts when an item's status changes. Then it runs the steps you'd otherwise do by hand, in order: assign the reviewer, tell the team, open the follow-up item, set the field.

  • Pieces, not codePick the trigger, add the steps, turn it on.
  • VersionedEdit a flow with confidence; every run knows which version handled it.

Run history

Every run leaves a receipt.

Each run is recorded with the item that set it off, the version of the flow that handled it, how long it took, and what each step did. When one stops, you can see where.

  • Step by stepOpen a run to see every action it took.
  • Nothing silentA failed step shows up in the history, not in a mystery.

Guardrails

A loop can't run away with your board.

Every flow has a run budget of about a hundred runs an hour. Past it, runs wait their turn instead of piling up, and each flow stays inside the project it was built for.

  • A budget per flowA burst gets through; a loop gets held back.
  • Scoped to a projectA flow only sees and changes the items in its own project.

What a flow can do

One trigger, four moves.

Every flow starts the same way: an item's status changes. From there it can do any of four things, in whatever order the handoff needs.

The triggerAn item’s status changes
  • AssignHand the item to the next person.
  • NotifyTell the people who need to know, in the app.
  • Create a follow-up itemStart the next piece of work on a board.
  • Update a fieldSet a date, a priority or any other field.

Everything inside

The whole of Automation.

  • Trigger

    • An item's status changes
    • Scoped to one project
    • Pick the statuses that matter

  • Actions

    • Assign the next person
    • Notify people in the app
    • Create a follow-up item
    • Update a field

  • Build

    • Visual flows, no code
    • Versioned as you edit
    • Switch a flow on or off

  • Trust

    • Run history for every flow
    • Each run tied to its flow version
    • A run budget per flow, so a loop can't run away

Better together

Works with the rest of your work.

Let the handoff happen on its own.

Request early access and we’ll email you when your workspace is ready.

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