What is a rule?

A rule is a small piece of automation that says:

When THIS happens, send THIS message.

You build the messages once on the Messages tab. The rules tell the platform when to fire each one.

Anatomy

Every rule has four parts:

1. Trigger — the event that wakes the rule up.
2. Conditions (optional) — extra "only if" filters.
3. Message — which message to send.
4. Recipients — who receives it.

Rules with the same trigger run in sort order. The first match wins by default — you can change that on the rule's settings.

Example

When a leave application's status changes to approved, send the leave-approved email to the applicant.

That's one rule. You'd then add a second:

When a leave application's status changes to rejected, send the leave-rejected email to the applicant.

Where to next

• Configure your first rule — step-by-step.
• Conditions — narrowing when a rule runs.
• Common mistakes.