We’re excited to announce a powerful new feature: automation previews! You can now see exactly what actions will be triggered when you move records through workflow stages.

Whether it's creating a new record when a project is approved or assigning tasks for senior team review, this update ensures you have complete clarity before making changes.

Why This Matters:

• Clarity at Every Step: Gain insights into your workflow. Understand what’s happening and who’s involved, at a glance.
• Increased Efficiency: Save time by eliminating manual task assignments or repetitive notifications.
• User-Friendly Experience: Stay informed and in control of your system’s actions.

How to Set Up Automations

Getting started is simple:

1. Access Automation Settings:
   • Only system admins can configure automations.
   • Navigate to Settings, then select Automations under ORGANISATION.
2. Create Your Automation:
   1. Click + Automation, then name and describe your automation.
   2. Define the actions and the trigger events. Need guidance? View the full setup guide here.
3. Preview Before You Trigger:
   • Test your automation to preview its effects.
   • Example: Move a record through workflow stages and instantly see what tasks will be assigned, notifications sent, or records updated.