Automations is currently in Beta and evolving quickly.
What you can automate
Anything you can describe can generally be automated, from business-critical reporting to lighter use cases like a daily recap email or a recurring social post. Common patterns include:Scheduled reports
Pull data from a knowledge base or connected tool on a recurring schedule and deliver a summary.
Conditional alerts
Watch for a condition, an aging application, or a failed check, and notify the right person when it’s met.
Multi-step pipelines
Fetch data from one or more sources, transform or summarize it, and route the result to email, chat, or a file.
Key concepts
Beyond the basics, automations support more advanced logic for cases that need it:- Conditional logic and branching to route a workflow down different paths (if/else, multi-way branches, even nested conditions)
- Approval gates, so a step can pause and wait for a person to approve or deny before continuing, with defined behavior if that approval times out
- Loops and retries, including retry caps, escalation after a set number of attempts, and parallel loops that converge once each one completes
- Delivery options for where a result ends up. As an emailed attachment or a shareable link, a Teams message with dynamically resolved @mentions, a file saved to Drive, or a record written back to a knowledge base.
Next Steps
Working with Automations
A step-by-step walkthrough of creating, editing, and monitoring an automation.