Admin · Automation
Route /admin/automation-rules Flag automationRulesEnabled

Automation Rules

Build trigger → condition → action graphs, save drafts, then publish from the studio.

Scroll to Flowcharts. Scenario: Build and publish an automation rule.

Graph editor

Trigger, condition, action — drafts stay silent

Automation rules is the graph editor: trigger → condition → action. Save drafts, then publish from the studio. A draft never fires against live events.

Admin → Workflow automation → Rule builder Route /admin/automation-rules Org flag automationRulesEnabled HR Admin · Org Admin

The job of this console

Build or edit the graph, keep a draft until the path is right, then return to the studio to publish. Pause a live rule in the studio before you reshape it here.

Seat at the table

The same administrators who own Workflow studio. Contributors do not get a builder. Partners should not receive export of graphs with production URLs without review.

The working rhythm

Open a rule, edit trigger and conditions, attach actions (notify, route, connector), save draft, publish from the studio. Use notification templates for copy.

Moments that bring you here

A new leave type needs a follow-on mail. An SLA breach should open a ticket. After a connector change. When a published graph mis-routes and must be paused first.

ⓘ
Studio publishes; builder structures
This page does not replace Workflow studio as the operations desk. Notification copy still comes from notification templates.

Flowcharts

1 — Build a rule

Pick a trigger, add conditions and actions, save draft, then publish.

flowchart TD
  A[Open Rule builder] --> B[Select trigger]
  B --> C[Add conditions]
  C --> D[Add actions]
  D --> E[Save draft]
  E --> F[Publish]
  F --> G[Studio shows live]
            
  1. 1
    Open Rule builderAdmin → Workflow automation → Rule builder.
  2. 2
    TriggerDomain event the rule listens to.
  3. 3
    Conditions & actionsKeep graphs small and testable.
  4. 4
    Save then publishDrafts do not fire.

Overview

The builder writes workflow configuration records. Actions must call approved canonical services — never a disconnected table.

How to use

1. One trigger per rule
Split complex graphs.
2. Test with a sandbox event
Publish only after a dry run.
3. Studio for ops
Pause/resume without opening the builder.