Create your first automation (step-by-step 5 min)

Follow the steps below to create your first automation with a condition and an action.

Before you start, clarify three points:

1. Goal: what task do you want to automate?

2. Required fields: which ones to test in the condition and which ones the action should update.

3. Trigger: when (and on which event) should the automation run?

Once these elements are defined, you can configure your automation in just a few clicks, without forgetting anything.

Follow the steps below to create a 1st automation scenario

• ➡️ Create an automation

  1️⃣ Click on Automate.
  2️⃣ Then select Automate with TimeTonic.

  

• ➡️ Configure the settings

  1️⃣ Click on the edit icon of the automation.
  2️⃣ Enter the scenario name and add a description to document it.

  

• ➡️ Select a trigger

  Click on: 1️⃣ WHEN (trigger selection), then 2️⃣ choose from the list.

  

• ➡️ Select a condition and/or an action

  ➡️ Click on the ✚ icon.
  ➡️ The Elements window opens with:
  ➡️ Control blocks (Conditions).
  ➡️ Action blocks (write, send, create, etc.).
  👉 Then select the element to insert into your scenario.

  

  

• ➡️ Select a condition

  Click on: → Add a new condition line

  
  1️⃣ select the table column
  2️⃣ select the type of condition
  3️⃣ add the condition to check
  4️⃣ delete the condition line
  5️⃣ add a second condition line
  6️⃣ clear the selections in the lines
  7️⃣ close the window
  8️⃣ save the window

• ➡️ Configure multiple conditions

  ➡️ AND: all conditions in the group must be true.
  ➡️ OR: only one condition in the group is enough.
  ➡️ Nested groups: possibility to put one group inside another to combine multiple levels of logic.

• ➡️ Add condition branches

  1️⃣ Click on a condition { } If.
  2️⃣ In the context menu, select Conditional branching.
  ➡️ Then add a new condition to check ({ } If, { } Else if, { } Else).
  ➡️ Repeat the operation as many times as needed to create multiple branches, each with its own actions.

  

• ➡️ Organize your conditional branches (If / Else if / Else)

  Once your branches are added, they appear side by side in the visual editor:
  { } If → first condition checked,
  { } Else if → alternative conditions,
  { } Else → default scenario.
  ➡️ Each branch can contain its own actions, executed only if the condition matches.

  

• ➡️ Add an action

  To add an action to your scenario, two options:

  1️⃣ Right-click on a condition ({ } If, { } Else if, { } Else) then choose ➕ add action in the context menu.
  2️⃣ Click directly on the ✚ button under the condition block to insert a new action.

  

  

• ➡️ Choose and configure an action

  👉 By clicking on Add an action, a window opens to choose the element to insert.
  ➡️ Each action can then be configured according to your needs: write into a field, send an email, create a record, generate an invitation, call a webhook, or use AI (ChatGPT, MistralAI, OCR).

  

• ➡️ Save your new automation scenario

  Test it in your workspace to ensure it works properly