Automation Settings

The settings for Automations is very similar to Sequences, but expanded quite a bit!

To get to the settings for your Automation workflow, open the workflow you want to adjust the settings for, and then click on the Gear icon in the top right corner:

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How to access Settings on your Automation Workflow

Once open, there will be 4 sections for settings for your workflow:

  • General: If do not want the workflow to run on specific dates, you can enter those dates here.

  • Notification: This section lets you set which users or teams get notified when the workflow activates from a trigger.

  • Stop Condition: When a specific condition becomes true, this will make the workflow stop.

  • Limit Setting: This will limit how often the workflow runs, Per Day, Per Week, or Per Month.