Guides

Configure an Automation

Build a multi step workflow automation with triggers, conditions, and actions.

This guide walks you through creating a common automation: a delayed follow up email triggered by item creation.

Step 1: Open automations

Go to Settings → Company Settings → Automations and click "Create Automation".

You can start with a blank automation or choose a template to get started faster.

Step 2: Set the trigger

Choose "Item created" as the trigger. This fires whenever a new item is added to the pipeline.

Step 3: Add a wait step

Click "Add Step" and choose Wait. Set it to 3 days.

This tells Slate to pause the automation for 3 days before continuing.

Step 4: Add a condition (optional)

Add a Condition gate step: check that the item's status is still "Open". This way, if the item was already moved to "Won" or "Lost", the follow up is not sent.

Step 5: Add the email action

Click "Add Step" and choose Action → Send email.

Select an email template (or create one). Templates support variables like {contact_name} and {item_name} that fill in automatically.

Step 6: Save and enable

Save the automation and toggle it on. From now on, every new item will automatically get a follow up email after 3 days.

More ideas

Automatically assign items to team members based on source
Move to stage when a proposal is accepted
Send a webhook to notify an external tool
Remind the assignee if an item has not moved in 2 weeks

See Automations for the full list of triggers, steps, and actions.

Track Tasks

Create, assign, and monitor tasks with list and calendar views.

Capture Leads via Web Form

Deploy an embeddable form that creates pipeline items from public submissions.