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
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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.