Automations – Aptly

Introduction to Automations

Create a new automation.

How to manage and edit existing automations.

Combine actions under one trigger, shared conditions, and timing, then test each result.

Configure, test, and troubleshoot automated emails.

Send annual emails to contacts using this automation set up.

Test automation conditions and actions before going live.

Route incoming shared-inbox conversations and new board cards with assignment rules.

What’s the difference between a stage change and custom condition automation?

Send card details to an approved external endpoint when a board automation qualifies, then verify both Aptly and the receiving system.

Choose when an automation runs, pair recurring timing with the right trigger, and review company or board business hours.

Send a template-based text message from a board automation, then review and test it before going live.

Use an external AI assistant and Aptly’s APIs to build boards, fields, stages, and paused automations for review.

Describe an automation with AI, review its settings, and test before going live.