How do I start running an automation?

How do I schedule and start running an automation?

Once you finish building your automation on the canvas, you can start it directly using the Start button shown at the bottom of the screen.

Step-by-step flow to start an automation

  1. Build your workflow on the canvas using nodes from Triggers, Conditions, and Actions, then connect them to define your logic.
  2. Click Start (bottom bar) when you are ready to run the automation.
  3. A Save before proceeding dialog appears. Enter the required details to save your automation:
    • Name — a clear name for your automation.
    • Description — a short summary of what the automation does.
    • Detailed description (optional) — extra notes about logic or usage.
    • Tags (optional) — to help you organise and find it later.
  4. Click Proceed to continue.
  5. Automate checks your workflow internally. If anything is missing or invalid, you are prompted to fix it before the automation can start.
  6. If everything is correctly set, the automation starts immediately and begins executing from the Start node, following your connected flow.
  7. If you want to run it later instead of immediately, choose Schedule and set your start time/recurrence.
Notes: The error check happens automatically when you click Start and then Proceed. If any node inputs are incomplete, Automate will ask you to fix them before starting. Use Save to drafts if you want to save your work without starting.






Last updated: 22 Dec 2025

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