Define an operational automation

Create an early-access rule record for repeatable internal work.

Last updated July 16, 2026

Open Automations and choose New rule.

Select a predictable internal trigger.

Add an approved internal action.

Set the eligible properties and exceptions.

Treat outbound messages and vendor actions as inactive until their integration is separately tested and enabled.

Before you move on

Confirm the change with a representative property or sample workflow before applying it more broadly.

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