How to set up an Automation

Employers can create automations to automate their manual HR tasks.

This article will guide you in setting up and publishing a custom automation. With automations, you can automate processes in your Remote account by setting triggers, defining automatic actions, and applying conditions to tailor the process to your needs.

How do I set up an automation?

Automations now open in a visual Automation Canvas. Instead of a linear list of steps, each automation displays as connected nodes on an interactive canvas, giving you a clear view of the full workflow at a glance. Triggers, conditions, and actions appear as individual nodes that you can click to configure.

Follow these steps to create your first automation.

1. Log into Remote and navigate to platform tools on the sidebar
   Under the Workflows tab, select Automations.
2. Click Create automation:
   In the Automations tab, select Create automation. A new canvas opens with a starting trigger node.
3. Select the trigger event:
   Select a trigger event to kick off your automation. This could be an event like a new team member joining, an agreement update, or another system action that starts the process.
4. Set up your automation action:
   Click the + button on the canvas to add an action node. Then click the new node to configure it in the sidebar. Define the automatic action that runs when the trigger event occurs. Available actions include:
   • Sending a notification via Slack
   • Sending a notification via email
5. Add conditional logic (optional):
   Click the + button to insert a condition node between the trigger and action nodes. Use conditional rules to set specific criteria for your automation to continue.
6. Review the canvas:
   Before publishing, review the full automation on the canvas. Drag and connect nodes to reorder or restructure the flow as needed. Each automation has exactly one trigger, zero or more conditions, and one or more actions. Conditions are evaluated after the trigger fires and before actions run.
   
7. Click Publish:
   When your automation is ready, click Publish to make it active. The automation will then run automatically whenever the trigger event occurs.