Improved automation trigger conditions
January 24, 2025
We've improved automations to give you more control over when they run.
Here's how the new automation trigger conditions work:
- Each automation can have several condition groups
- Within each group, all conditions must match for the group to match
- If any of the condition groups match, the automation will run
For example, you can set up an automation to run for:
- Any meeting with a Customer Interview tag, or
- Any meeting that has both a Demo tag and "Circleback" in its name

You can create conditions based on:
- Tags (include or exclude)
- Participants (include or exclude)
- Meeting name (is or is not an exact match, or contains or does contain specified text)
Combine these conditions to precisely control when your automations run.