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 get 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 Branch steps for even greater flexibility in Custom Automations

Branching 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 configuring a Custom Automation, you can specify that the Automation is triggered manually, on demand

Manually triggering Automations

Automations contain extensive logs, so you can see when an Automation was triggered and what happened in each step

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

Get notified about Automation failures

Carly Hammond

Automations

Click here for app.planhat.com Help Center

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