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automation is an event triggered system that automates feature coordination it is predefined events that connect to a series of actions and or conditions based on the business requirement in other words it is a sequence of events that you create to help execute various business processes engage Bay allows you to trigger automation when a user performs a certain action or condition you can further associate that trigger with another action the here is the list of triggers that you can select in the sales module deal track changes triggers when a deal track changes deal Milestone changes triggers when a deal Milestone is changed deal created triggers when a new deal is created tag added to company triggers when a tag is added to a company name event created triggers when an event is created task added triggers when a task is added task status change triggers when the task status is changed tag added triggers when a tag is added to a deal tag removed triggers when a tag is removed from a deal updated triggers when a deal is updated while creating workflow automation you can specify the event's condition to make sure your action is only triggered when an event meets those specific conditions let's look at each of these and actions and conditions in our automation Builder actions add to sequence add a contact to a sequence remove from sequence remove a contact from a sequence add tag add a tag to a contact remove tag remove a tag from a record delay delay for a certain amount of time wait till wait until the following condition is met scheduler execute an action on a certain date and time set property set or delete property to a contact add to list add a contact to a list remove from list remove contact from a list add to form add a contact to a list remove to form remove a contact from a list send email send an automated email to the contact based on certain conditions add score add value to a contact based on an action star rating give a star rating to a contact bad poor average great and excellent update contact status add a confirmed or unconfirmed status to contact for sending emails send push notification send push notification to the contact send SMS send SMS to a contact voice call make a voice call to a contact add new note add a new note to the contact assign owner assign deals equally among the selected users add to workflow enroll in another workflow remove from workflow remove a contact from a workflow remove from automation remove an action from automation conditions custom field if the contact has a certain custom field tag if the contact has a tag a b testing run an A B testing has opened email if the contact has opened the email within the predefined timeline has clicked on a link if the contact has clicked on a link within the predefined timeline has call log has a call log within a certain frame of time check SMS status check the status of the Sent SMS exists in workflow if a contact is in a certain workflow has event when the subscriber has an event as described has completed workflow if contact has completed a workflow has completed automation if contact has completed an automation has subscriber replied if a subscriber has replied within the predefined timeline has URL visited if the contact has visited a URL within the predefined timeline has completed broadcast if contact has part of a broadcast contact score is if contact score reaches a certain condition and value contact sources when a contact is added from a specific source contact has owner when contact has a specific owner as mentioned let's create an automation with deal created as trigger add a task in the sales module please click on the main menu automations click on create automation on the top right enter the name of the Automation in the pop-up that appears and click on the submit button click on create automation select the trigger deal created click on the plus icon on the top right select the action node add new task enter the node name enter the task name select the type of the task select the priority enter the description of the task select the due date select the owner of the task select the status of the task click on the button add action now connect the nodes click on the save button on the top right and make sure it is in the published mode this automation will be triggered automatically when a deal is created and adds a task uh to the right of the automation that you want and you will find seven different options one edit it is used to edit the automation 2. duplicate it is used to duplicate the automation three share it is used to share the automation with a different user who has an engage Bay account when you click on it it will ask you to enter user email address where you need to enter the engage phase registered email address of the account 4. download reports it is used to download reports 5. activities it is used to check the activities on the automation 6. Mark as draft it is used to Mark the published automation as a draft 7. delete it is used to delete the automation the graph icon on the automation in the left pane you will find three options one contacts 2. email reports three SMS reports 1. contacts it will show all the contacts on which the automation was triggered in the right pane you will find a drop down with different options like active completed recipients delivered Etc you can select the option you want and it will show the contacts ingly 2. email reports it will show you all the emails that you have sent through the automation along with their reports to check the contacts to which the email was sent click the three dots to the right of email and select contacts it will show all the contacts you can select the date from the date picker on the top right you will also find a drop down on the right side with the options like recipients delivered opens clicks select the option and it will show the data ingly you will also find an option to select the contacts and add them a tag or add them to a static list from the bulk action three SMS reports it will show the SMS reports if you are sending sms through automation