# Automation

## Introduction

Automating means using technology to carry out tasks with less help from humans and that is exactly what our Automation module can help you to accomplish.&#x20;

{% embed url="https://www.youtube.com/watch?ab_channel=Strive-CloseMoreDeals&v=neuYUYTHHyU" %}

Both admin and user will only have one component which is automation flow builder. As you have noticed, there are two colors for the automation. Red means the automation is disable while green means the automation is active and running.&#x20;

<figure><img src="https://3614494097-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FXUD9mkwR9CXibkjF5xrd%2Fuploads%2FhRyT77tOcDLmqzAVRdj2%2Fimage.png?alt=media&#x26;token=71d0b93b-0a08-450f-9e54-054081727fae" alt=""><figcaption><p>Automation Overview</p></figcaption></figure>

## Creating An Automation

Creating or setting up the automation is very easy. Feel free to create as many automation as needed.

{% embed url="https://app.tango.us/app/workflow/Setting-Up-Automation-e7e0ab58fc894c09abb9b7a668b626f7" %}

{% hint style="info" %}
**Save Automation** will only save the automation but it will not activate the automation.

**Activate Automation** will save the automation and activate the automation.
{% endhint %}

## Automation Trigger Available

<figure><img src="https://3614494097-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FXUD9mkwR9CXibkjF5xrd%2Fuploads%2FD5Cj3ov9QS4W5HiX3h8o%2Fautomation%20trigger%20newer%20ver.jpg?alt=media&#x26;token=9b294e0c-9df1-448b-b121-d24d91ccbaa2" alt=""><figcaption><p>Automation Triggers</p></figcaption></figure>

## Automation Components Available

<figure><img src="https://3614494097-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FXUD9mkwR9CXibkjF5xrd%2Fuploads%2FS9qx5QMJY5shVZEGLRxr%2Fimage.png?alt=media&#x26;token=004fa8af-1238-45f9-b0f5-3624ac467fa9" alt=""><figcaption><p>Automation Components</p></figcaption></figure>

## Disable an Actived Automation

**Step 1**: Click on the automation.

<figure><img src="https://3614494097-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FXUD9mkwR9CXibkjF5xrd%2Fuploads%2FchW40YPk1clONfY1JZKp%2Fimage.png?alt=media&#x26;token=d2f6090b-557d-4ba4-a3a1-aab8bf644624" alt=""><figcaption><p>Step 1 to Disable Automation</p></figcaption></figure>

**Step 2**: Click on the Disable Automation.

<figure><img src="https://3614494097-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FXUD9mkwR9CXibkjF5xrd%2Fuploads%2FrVELyrrMOmeh8CfXYT0Q%2Fimage.png?alt=media&#x26;token=aebbd1b1-42a7-4f1f-b027-0b3b2ae65b12" alt=""><figcaption><p>Step 2 to Disable Automation</p></figcaption></figure>

## Edit Automation

{% embed url="https://app.tango.us/app/workflow/Edit-Automation-989551f001334b6992a353c41c892816" %}

{% hint style="info" %}
If you edit an activated automation, the automation will still be activated after clicking on Save Automation so you do not need to activate it again.
{% endhint %}

## Delete Automation

**Step 1**: Click on the three dots of the automation.

<figure><img src="https://3614494097-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FXUD9mkwR9CXibkjF5xrd%2Fuploads%2FEd6LhvP4TK8pLFCKoWTF%2Fimage.png?alt=media&#x26;token=ed9fe804-2ecd-41d7-9a22-3b1e8cfaecb7" alt=""><figcaption><p>Step 1 to Delete Automation</p></figcaption></figure>

**Step 2**: Click on the three dots of the automation.

<figure><img src="https://3614494097-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FXUD9mkwR9CXibkjF5xrd%2Fuploads%2FTqSY55bbTVpk1DPCv0XV%2Fimage.png?alt=media&#x26;token=3edb9451-8662-44dd-b15f-dd801136861d" alt=""><figcaption><p>Step 2 to Delete Automation</p></figcaption></figure>

**Step 3**: Click on OK for the confirmation pop-up.
