Before you start

You need a list with at least one entry and a Slack channel or a webhook. If you have neither, start with Import a CSV and Slack and webhooks.

Steps

1. Open Automations and choose Create an automation.
2. Pick the list.
3. Choose Create with AI and describe what to watch for, or choose Create manually. Both open the same builder.
4. Check the signals. Change a name or prompt if you need to. The builder shows the price of each signal.
5. Add an action. This is where the alerts go.
6. Choose how often it runs: every day, every week or every 30 days.
7. Choose Turn on. Read the cost review, then confirm.

The builder saves as you type. Until you turn it on, the automation is a draft and runs nothing. Any member can edit a draft. Only an Owner or Admin can turn it on.

What happens next

The first run is at the next 6:00 AM, in your organization's time zone, that has records in its slot. See Run and pause.