### [Understanding Automation: A Simple Guide](https://taskup.com.br/en/understanding-automation-simple-guide/)

**Published:** agosto 5, 2024
**Author:** Eduardo Salerno

**Excerpt:** Understand the concept of automation, how it works, and how it helps reduce repetitive work and improve processes.

**Content:**

Automation is a powerful tool that brings a lot of practicality to our daily lives. However, to make the most of its advantages, it is essential to understand its basic concepts. If you’re one of those people who gets goosebumps just hearing about automation, don’t worry! This article will show you that creating automations can be simple and very useful.

## Step 1: Enabling the Automation ClickApp

Before you start creating an automation, make sure the automation ClickApp is enabled. Remember, only workspace owners and admins can enable or disable ClickApps.

1. Click on your Workspace avatar.
2. Select “Apps”.
3. Click on “ClickApps”. Done! Check if the Automation ClickApp is active.

Ready! Check if the Automation ClickApp is active.

### Step 2: Accessing the Automations Page

After enabling the ClickApp, go to the space, folder or list where you want to create the automation.

There are different types of automations: Templates, Custom, Integrations and Responsible and Follower Automations. Let’s focus on the “Custom” type.

1. In the desired location, click on the “Automations” button.
2. You will be directed to the screen where the “magic” happens.

### Step 3: Defining what to Automate

First of all, think about what you would like to automate. What consumes your time currently that could be done automatically? For example:

- Notify salespeople when a customer moves through the sales funnel.

![Understanding Automation](https://taskup.com.br/wp-content/uploads/2024/07/Captura-de-tela-2024-07-16-130146-1024x623.png)- Change status when a certain deadline approaches.

![Understanding Automation — visual example 2](https://taskup.com.br/wp-content/uploads/2024/07/Captura-de-tela-2024-07-16-132147-1-1024x643.png)- Change task assignees when a tag is added.

Defined the you want to automate, open the automation window and go to the “Browse” tab.

### Step 4: Configuring Automation

In the “Browse” tab, you will see two columns: “When” and “Then”. Let’s start by filling in the “When” column, which defines the automation trigger. For example, imagine you have a form and you want when a customer fills it out, a responsible person is automatically assigned. Completing the form will be the trigger.

1. In the “When” column, select the event that will trigger the action (for example, “Form completed”).
2. In the “Then” column, select the action that will be performed (for example, “Assign responsible”).

Creating automations may seem complicated, but by following these steps, you will see that it is simpler than it seems. By understanding the basic concepts and applying personalized automations, you will be able to enjoy more efficiency and practicality in your daily life.

Now, get to work! Configure your automations and enjoy the benefits they bring to your work.

## Related content

- [ClickUp Automation: Practical Ideas to Save Time](https://taskup.com.br/en/clickup-automation-practical-ideas-to-save-time/)
- [Standardize PRDs and Recurring Reports: A Guide to ClickUp Workflows](https://taskup.com.br/en/standardize-prds-recurring-reports-clickup-workflows-guide/)
- [Consolidate Apps with ClickUp Accelerator: Increase ROI with Automation](https://taskup.com.br/en/consolidate-apps-clickup-accelerator-increase-roi-automation/)

**Categorias:** English

---