Managing Automations

An organized collection of automations is essential to ensuring edits and optimizations may be completed quickly and without error. It’s important to determine what organizational structure benefits your team and apply those principles to new and existing automations.

The Automations window will allow you to create new, browse existing, and edit Automations.

The left-hand navigation gives you control to either create a new Automation or filter your existing Automation by active or paused Automations.

Above your folders and Automations is the search tool. Searching can either be done by search term or filtering by automation action type. To filter by type, click the All dropdown to filter by the following options.

By organizing your Automations with descriptive folders, individual Automations may be quickly found and updated as needed. Consider the example above in which Automations are categorized by the context of action. Some Automations will all be relevant to a new lease such as delivering a move-in inspection sheet and following up for completion. Similarly, you may have a series of Automations to manage your eviction process.

There are two options to create folders:

When creating a new folder, you will have the option to title it and select a color to identify the folder.

You may need to update existing Automations after they have been launched.