Planhat

This article provides an overview of Automations in Planhat - what they are and how they can help you

Automations overview

There are many ways you can automate actions - Automations, Workflows, Formula Fields and more - and this article helps you choose

How to choose between Automations and other Planhat features

Planhat includes a library of Automation Templates that are simple to modify and apply

Templated Automations

You can design Custom Automations if you want to automate processes that aren't covered by Automation Templates

Custom Automations

This article describes a variety of practical examples of Custom Automations

Custom Automations worked examples

Learn how to use replacement codes to configure your Custom Automations and messages in Templated Automations

Replacement codes (dynamic references) in Automations

Use Get steps in Custom Automations to retrieve data from related models/records

"Get" steps in Automations

Using "Execute Function" steps in Custom Automations you can execute JavaScript functions for ultimate flexibility and function

"Execute Function" steps in Automations

Use Wait steps in Custom Automations to pause a process mid-way, for your desired time period

"Wait" steps in Automations

Use "Wait Until" steps in Custom Automations to pause a process mid-way, until either a condition is met or it's expired, with different subsequent actions for each path

"Wait Until" steps in Automations

Use exit criteria in Custom Automations to define when a run should stop - e.g. in response to an email reply

Exit criteria in Automations

Use Branch steps for even greater flexibility in Custom Automations

Branching in Automations

You can automatically send emails via Automations - optionally generate drafts with AI, use Human-in-the-Loop (HITL) to review, and you can even reply within a thread

"Schedule Email" steps in Automations

You can use webhooks in Templated Automations and Custom Automations to send data into or out from Planhat

Webhooks in Automations

You can post team notifications to Slack via Templated and Custom Automations, and it's easy to format text in those messages

Sending and formatting Slack messages in Automations

When building a Custom Automation, you can specify that it will be triggered manually, on demand. You can then run these Automations for individual records or in bulk

Manually triggering Automations

Read and generate Planhat Document Pages in Custom Automations

Document Pages in Automations

HITL enables you to combine automation/AI with human oversight. It pauses an Automation run at your chosen step, giving you the opportunity to review data before proceeding

Human-in-the-Loop (HITL) in Automations

Automations contain extensive logs, so you can see when an Automation was triggered and what happened in each step. The logs can also help when you are building a new…

Automation logs and troubleshooting

You can enable personal notifications for each Automation, so you are alerted to any failed runs, and can fix the Automation ASAP. Define after how many failed runs an Automation…

Automation failures - adjustable thresholds and notifications

Learn how to create Sequences via Automations

Workflow Mode (Sequence Mode) in Automations

Carly Hammond

Julia Sommarlund

Ziqi Guo

Automations

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