Automations in Cynoia help you save time by automatically reacting to task events and taking actions on your behalf.

In this guide, you’ll learn how to create your first automation, step by step.

Before You Start

To create automations, you need:

• Access to a project as at least an editor

• The required project permissions (Editor or Moderator, depending on project settings)

Automations are created inside a project and apply only to that project.

Step 1: Open Project Automations

1. Navigate to Projects from the left sidebar

2. Click Automate your tasks ( the robot icon on the top )

3. Click Create automation button

4. Choose the automation name

5. Select the project you want to assign this automation

6. Click create

Step 2: Create a New Automation

1. When you click Create

2. A blank automation canvas will open

This is where you’ll define your automation logic.

Step 3: Choose a Trigger (WHEN)

Triggers define when the automation should start.

1. Click Pick a trigger

2. Select the event you want to listen to

Common examples:

• Task status changes

• New task is created

• Task is assigned to someone

Step 4: Add Conditions (Optional – IF)

Conditions let you refine when the automation should apply.

1. Click Add condition

2. Choose a condition type (e.g. Task priority)

3. Select the value (e.g. Urgent)

You can:

• Add multiple conditions

• Combine conditions for more precise logic

Step 5: Choose an Action (THEN)

Actions define what Cynoia should do automatically.

1. Click Add action

2. Choose one or more actions

Common actions include:

• Notify members

• Change task status

• Assign task to a member

• Add a comment

Step 6: Review and Save

Before enabling your automation:

• Review the trigger

• Check all conditions

• Confirm the actions

Once ready:

1. Enable it using the toggle

Your automation is now live 🎉

Example: Your First Automation

Notify the team when an urgent task is completed

Setup:

• WHEN: Task status changes → Completed

• IF: Task priority = Urgent

• THEN: Notify selected members

Result:

Every time an urgent task is completed, the selected team members are automatically notified.

Tips for First-Time Automations

• Start with one trigger and one action

• Avoid sending too many notifications

• Use clear priorities and statuses

• Test automations with sample tasks

What’s Next?

Now that you’ve created your first automation, you can explore:

• Available Triggers

• Available Conditions

• Available Actions

• Advanced automation recipes

👉 Next article: Automation Triggers Explained