Creating an automation
Decide the trigger, the smallest set of conditions that avoid noise, and the exact channel or user targets before you click Create. If the workflow posts to a shared channel, confirm the bot has permission to post there on your chat platform.
- Open the Dailybot web app and sign in as Org Admin or Team Manager (or a role with automation access).
- Go to Automations in the main navigation.
- Click Create (or New automation).
- Choose a trigger — schedule, event, or webhook — and name the workflow so others can recognize it later.
- Add conditions that must pass before actions run (optional): time window, participant role, field value match, or channel scope.
- Define actions in order: post to channel, send DM, create task, call webhook, or other options your plan lists.
- Click Test (or Run test) to execute once with sample or live data; confirm the message lands in the right place.
- Review errors in the test log; fix triggers, conditions, or actions until the test succeeds.
- Click Activate (or turn the automation On) to enable it in production.
- Monitor the first few real runs from the automation history view and adjust frequency or conditions if volume is too high.
Draft automations do not fire until activated. You can duplicate an existing automation as a template for the next workflow. After go-live, keep the automation name and description current so other admins know who owns it and what business rule it encodes.