Help Centre / Automations / Create a task automation

Create a task automation

Video walkthrough: Configure a follow-up automation

Use this task to create a task automation in the current Klusaro workspace.

Before you start

Open Klusaro as a user with access to Automations.

Steps

  1. Open Automations.
  2. Select New Automation.
  3. Choose trigger and action.
  4. Enter conditions and harmless internal values.
  5. Save as Draft and confirm persistence.

Screenshots

Show trigger and action

What happens next

The updated state appears in Klusaro and can be reopened for confirmation.

Useful notes

When practising, use information you are authorised to enter.

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