Automations

Automations let you say "when X happens, do Y" without writing code. Triggers fire from board events, schedules and integration webhooks; actions write back to boards, send notifications, push to integrations, or call AI.

Triggers

• Status changes to X — single-select / status / label.
• All sub-items have status X — gate parent actions on every child being done.
• Date arrives — fires N days before / on / after a date column.
• Item created / column changes / file uploaded.
• Recurring schedule — daily / weekly / monthly bills, reports, check-ins.
• Integration webhooks — Shopify orders/paid, fulfillment, refunds.

Actions

• Move item to group — including cross-board routing.
• Notify users — by id, by role, or every member of a board.
• Set column value — write a status, copy a value, etc.
• Push to integration — Shopify inventory, WhatsApp message, email send.
• Create item / sub-item on another board — content-pipeline pattern.

Recipes

Recipes are pre-built automation templates wired to a stable identifier (e.g. push_on_release). Toggling one creates the underlying automation row; subsequent toggles flip its enabled state. Recipes are how integrations expose their canned flows on the settings page.