You can see the Automations that are active across your organisation and manage them on this page.

image-20240605-102306.png

You can use the top buttons for the following action:

It contains information related to the automations such as:

Steps

Requirements:

  • Your organisation needs to have at least one automation in order for the Automations App to appear.

  • If you do not see Automations listed among your My Apps, select CreateAutomation to create an automation first

  • Then reload the page and navigate to the Manage Automations page. Create an Automation

  1. Select My Apps in the top menu

  2. Select Automations.

  3. You arrive on the Manage Automations page (previously called the Manage Alert Triggers page)

chrome-capture (7).png
  1. Click Edit to change the settings of an Automation

  2. Click Deactivate to stop an Automation from scanning and alerting users of contacts that match its criteria

Related articles