Key Parts of an Automation
Steps
Steps are the building blocks of your automation. There are three types:
- Trigger – Starts the automation (e.g., form submitted, email received).
- Activity – Performs an action or task.
- Control – Manages flow (e.g., branches, loops, or merges).
Data
Each step needs specific data and may pass data to the next step. This data drives the automation’s decisions and actions.
Formulas
Formulas (like in Excel) let you calculate, transform, or combine data for use in steps.
Forms
Forms are used to collect or display information when human input is needed. You can easily create them with the built-in drag-and-drop form tool.
Creating or Editing an Automation
To create or manage automations:
Go to Manage and click the Automations card.
Here you can you can:
- Create a new automation
- Edit an existing one
- Turn automations on or off
Tools for Building Automations
To build automations in GoAutomate apps, you’ll use three main tools. Each one helps you create different parts of the automation — from setting up the logic to collecting data from users.
Automation Builder
A guided tool to build automations by adding triggers, actions, and logic.
Formula Builder
Create and edit formulas to work with your data using Excel-style functions.
Form Builder
Use drag-and-drop to design forms that collect or show data to users.
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