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Project Automations

Automate project tasks to reduce manual work and easily scale your campaigns

Heather Clark avatar
Written by Heather Clark
Updated this week

💡 This feature is currently in Alpha. If you encounter any issues or have suggestions for improvement, please contact our Support team by emailing [email protected].

Automations help you eliminate manual work by automating project tasks and sending email reminders based on triggers and conditions. With just a few clicks, you can scale campaigns faster, build stronger relationships with creators, and optimize for ROI.

Here are a few ways you can use automations:

  • When a member applies to a project, automatically apply tags or add them to a group based on their application responses.

  • After a brief is signed, automatically add the member to an offer and send them a product catalog.

  • Send email reminders prompting members to accept a brief or submit their order request.

How Automations Work

Automations follow the structure: When [Trigger], if [Condition], then [Action].

There are four main components of an automation:

  1. Trigger (When): The event that sets off the automation. Triggers are required and each automation can only have one trigger.

  2. Delay (Wait): The time between a trigger and when the condition(s) will be checked. Delays are optional.

  3. Conditions (If): A set of rules that controls which members will be impacted by the automation action. Conditions will have a binary outcome (True/False) and support logical operators (and/or).

  4. Actions (Then): The task that should be performed if the conditions are true.

Create a New Automation

Step 1: Select a Template

From within a project, click on Settings in the upper right corner, then select Automations. Choose from one of the pre-made automation templates to get started.

Each template has a predefined trigger that will be used to initiate the automation. The trigger cannot be edited, but you can adjust the delay and add conditions, actions and paths.

Step 2: Build Your Automation

After selecting a template, you can customize your automation using the available steps (also called nodes): Condition, Delay, Action, or Path.

These steps can be added at any point in the sequence. Each step type can be used multiple times, allowing you to create simple or complex workflows depending on your needs.

Add a Condition

Conditions let you create complex automation flows by defining criteria for continuing the flow.

  • In the THEN path, the automation flow continues only if the condition is met.

  • In the ELSE path, you can define what happens if the condition isn’t met.

For conditions to work effectively, make sure to select the correct operator (e.g. "is greater than", "contains").

To add a condition:

  1. Click + to add a step.

  2. Click Condition.

  3. Choose to run the action if All conditions match or At least one condition matches.

  4. Click Add Condition.

  5. Select a Condition Type (e.g., Default Member Data, Custom Member Data, Social Enrichment)

  6. Choose a Data Field.

  7. Choose an operator that will compare the data with the value entered (e.g., 'is greater than').

  8. Select or enter the value.

  9. Click Add.

  10. To add more conditions, click Add Condition and repeat the steps above.

  11. Click Done when you're finished.

  12. Choose what happens If this condition isn't met:

    1. End flow: End the automation flow with no action taken.

    2. Follow Else path: Create an alternative path with other actions, conditions, etc.

Add a Delay

Add a time buffer between steps. For example, if your trigger is 'A brief is accepted' and your action is 'Send product catalog', you can delay the automation by sending it after a certain amount of time has passed.

To add a delay:

  1. Click + to add a step.

  2. Click Delay.

  3. Enter a number in the text box and click the drop-down to choose between hours and days.

Note: If you don't add a delay, the action is performed immediately.

Add an Action

Actions are what that the automation performs. For example, if your trigger is 'A member applies', you might want to send the creator an automatic thank you email and let them know your team is reviewing their application.

To add an action:

  1. Click + to add a step.

  2. Click Action.

  3. Choose an action.

  4. Set up the action using the available settings.

Add a Path

Paths allow for multiple actions or conditional branches in a single automation.

To create multiple paths:

  1. Click + to add a step.

  2. Click Split.

  3. Click Add Path.

  4. Click + to add a step under Path #1 to set up your first path as needed.

  5. Click + to add a steps under Path #2 to set up your second path as needed.


​Note: These paths will execute simultaneously, so it does not matter which actions go in Path #1 or Path #2.

Step 3: Preview & Create

Click View Mode to review your automation flow, then click Create Automation.

Adding Multiple Paths and Actions

Your automations aren't limited to a single path or action. You can have multiple actions happening at the same time, splitting the automation into paths. You can also have multiple actions within a path happening one after the other.

For example, you can create a multi-action automation that adds a member to an offer (action 1), then sends them a product catalog (action 2).

Managing Automations

You can cancel upcoming automations, edit automation flows, and turn automations on/off from the Automations tab within your Project Settings.

Cancel an Automation

  1. From within a project, click Settings > Automations.

  2. Click Run History.

  3. Locate the automation you wish to cancel for a member.

  4. Click Cancel within the Action column.

  5. Click Confirm to proceed.

Note: You can only cancel automations in “Running” status during a Delay period.

Edit an Automation

  1. From within a project, click Settings > Automations.

  2. Click on the automation template you wish to edit.

  3. Click Edit Mode in the upper right corner.

  4. Make your desired changes.

  5. Click Update Automation when you're finished.

Pause an Automation

  1. From within a project, click Settings > Automations.

  2. Click on the automation template you wish to edit.

  3. Click on the 3 dots in the upper right corner.

  4. Click Turn Off.

  5. Click Disable to confirm. The automation status will change to Paused.

Resume an Automation

  1. From within a project, click Settings > Automations.

  2. Click on the automation template you wish to edit.

  3. Click on the 3 dots in the upper right corner.

  4. Click Turn On.

  5. Click Resume to confirm. The automation status will change to Active.

Automation Run History

Run Logs give you detailed insights into how your automations are performing. Every time an automation is triggered, the Run History records its progress, status, and any issues encountered. This helps you monitor the success of your automations, identify potential problems, and ensure your workflows run smoothly.

How to Access Run History

  1. Go to Project Settings > Automations

  2. Select Run History from the left-hand side

Run Status

Each automation run includes a status to show its progress and outcome:

  • Running – The automation is currently executing.

  • Ended – All actions in the automation have successfully completed.

  • Failed – The automation could not execute, and no action was performed.

  • Cancelled – The automation was stopped while in progress.

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