What are automation rules?

An automation rule is a repeatable workflow that tells an app or an agent what to do when a triggering event occurs. Instead of manually performing the same tasks over and over, you define the pattern once as a rule, and the system “listens” for the appropriate moment to perform the task for you.

In simple terms, an automation rule is an “If this happens, then do that” instruction:

• When a specific event occurs

• If certain conditions are met (optional)

• Then automatically perform one or more actions

Rules are especially helpful for repetitive tasks like assigning work items or sending notifications.

Automation rules can help your team:

• Reduce manual updates and handoffs

• Keep information in sync

• Make sure important work is never missed

Parts of an automation rule

Automation rules are made up of three parts: triggers that kick off the rule, conditions (if needed) that tell the app or agent to look for specific circumstances, and actions that are the tasks to be performed.

For example, if you want to make sure urgent work is never missed, you could create the following automation rule:

• Trigger: When a new work item is created

• Condition: and the work item Priority is “Critical”

• Action: Slack the team lead

This way, every urgent work item is instantly surfaced to the right person without anyone needing to manually do anything.

If you wanted, you could even branch the rule so it performs different actions for different work item Priorities.

For example:

Trigger: When a new work item is created

You can create your own automation rule in Studio by describing it to Rovo as a prompt (what you want it do and when), or by configuring the specific trigger, conditions, and actions from scratch.