Creating Your First Rule
Follow these simple steps to create your first automation rule.
5 min readUpdated December 2024
Step by Step
Creating your first automation rule is straightforward. Follow these steps to get started with automating your workflow.
1
Open automation settings
Click the automation icon in your board menu.
2
Click "Create Rule"
Start building a new automation rule.
3
Choose a trigger
Select what event starts the automation.
4
Define an action
Choose what happens when the trigger fires.
5
Save and enable
Turn on your rule and watch it work.
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Tip
Test your rule with a sample card before applying it to your entire board.
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