Triggers, conditions and AI steps
What can start an automation, what it can check, what it can do, and how the AI works inside it.
Updated November 4, 2026
Assign to SarahWhat starts it
- New email: an email arrives in a Gmail, Outlook or IMAP mailbox.
- Message in the chat: the assistant reads a channel's conversation.
- Task: created, completed, assigned, commented, deleted, or a due date coming up.
- New member: someone joins the space (their invitation is accepted).
- Date and time: every day, week or month, at the time you choose.
- Project: created, a task enters it, someone joins it…
- AI summary ready: the assistant has just summarised the emails.
- Document: created or edited.
In your personal space: New email, Date and time, AI summary ready, and Task for what the planner brings (a due date or a start coming up, a meeting arriving). The chat, members, projects and shared documents belong to team spaces.
What it checks
Under Only continue if, each criterion compares a field with a value: Email subject, Sender, Email content, Attachment for an email; Task title, Priority, Project, Owner, Status for a task. All criteria needs everything to be true, At least one only one. Whatever doesn't pass goes to Otherwise.
What it does
- On an email: Create a task, Prioritize, Set aside (out of the summary), Notify.
- On a chat message: the assistant suggests a task (nothing is created without a click), Notify.
- On a task or a project: Update the status, the assignees, the priority or the due date, Rename the task, Move to a project, Remove from the project, Create a subtask, Duplicate the task, Comment on the task.
- Everywhere else: Create a task, Post a message (in the chat, on behalf of the assistant), Send a direct message, Create a project, Create a document, Add to a document, Notify.
Notify sends a notification in the app (the bell at the top of the screen) and/or an email to the space's members (or to you in your personal space); each person chooses how they get them in Preferences › Notifications. No automation writes or sends an email to your clients.
AI steps
- Search the web: the AI searches and sums up.
- Search the documents: the AI reads the space's documents.
- Summarise with AI: summarise, extract, rephrase.
Their answer is called [result]: the next steps pick it up, for example Comment on the task with [result]. Each AI step costs one credit when it runs; without a credit, it's marked as failed and the other steps carry on. See AI credits.
Words in brackets
In a title or a message, words in brackets pick up what started the automation: [task], [project], [name], [document], [summary], [result]. “Review [task]” becomes “Review Prepare the client demo”.
Related articles
- Create an automationBuild an automation as cards: what starts it, its conditions, then its actions. Once activated, it runs on its own.
- Templates and automations written by the assistantStart from a ready-made template, or describe the automation in one sentence: the assistant builds the cards and asks what's missing.
- AI creditsWhat uses a credit, what never does, how many each plan gives and when they come back.
- Run history, pause and “Undo”See what each automation did, pause it in one click, and take back a move before it acts.
Didn't find your answer?
Write to us: we answer by email.