Automations

Save hours with smart automation rules that handle routine tasks

Automate repetitive tasks and never miss important actions again. ClearFeed automations allow you to respond to requests, escalate issues, and keep your team organized without manual effort.

Why use Automations

Automations help your team:

• Reduce manual work and repetitive tasks

• Escalate urgent requests automatically

• Keep internal teams aligned and informed

• Trigger external actions like ticket creation or Okta actions or HubSpot actions

• Use AI to extract information or respond to requests

How Automations Work

Every automation has four simple parts:

When	If	Wait	Then
Trigger	Conditions	Delay	Actions
Request created, updated, etc.	Optional filters	Optional pause	What to do

Real Example: When a request contains "urgent" then send Slack alert to #support-team

Quick Start: Create your first Automation

Let's build a simple automation to send a "follow-up reminder" if a request is pending for 24 hours.

• Create Automation: Navigate to More → Automate → Create Automation

• Set Up the Rule

  • Name: "Follow-up Reminder"

  • Description: "Automation to send message to Assignee when request has been pending for 24 hours"

  • When (Trigger): Request Updated

  • If (Condition): Status is "Pending"

  • Wait (Delay): 24 hours

  • Then (Action): Send message to assignee

• Activate: Map to your collections and enable the toggle.

Complex Automation Examples

Real-world scenarios that combine multiple conditions and actions:

🚨 Escalation Automation

Scenario: Auto-escalate high-priority requests during business hours

Name: "Priority Escalation"
Trigger: Request Created
Conditions: 
- Priority is "High"
- Trigger time is inside business hours
- Channel is one of ["#support", "#urgent"]
Actions:
1. Set Field: Assignee to Naveen
2. Send Message to Slack Channel #escalation-management:
    "🚨 High priority request needs attention: {{request.web_url}"

Automation Guide

Explore details for building and managing automations:

Automation Configuration

Learn how to set up the When, If, and Wait components:

• Choose Your Trigger

• Add Conditions

• Set Delays and invariance rules

Automation Actions

Discover everything you can automate with the Then component:

• Webhooks

• Set Field actions

• Messaging actions

• Ticket creation

• AI actions & auto-fill fields

• Okta and HubSpot actions

Automation Management

Learn how to:

• Map Collections

• Add dynamic parameters

• Monitor execution logs

• Troubleshoot issues