Automations in ShingleAI let you create AI-powered workflows that respond to events automatically. Define triggers, provide instructions, and let ShingleAI handle routine tasks on your behalf.
What Are Automations?
An automation is a workflow that:
- Triggers on a specific event (e.g., new email received)
- Processes using AI with your custom instructions
- Takes action based on the processing results
Automations help you:
- Respond to common inquiries faster
- Route messages to the right team members
- Extract and organize information from emails
- Maintain consistent communication standards
Features
| Feature | Description |
|---|
| Event Triggers | Start workflows based on specific events |
| AI Instructions | Natural language instructions for AI processing |
| Permissions | Control what actions automations can take |
| Enable/Disable | Turn automations on or off as needed |
Getting Started
Use Cases
Common automation scenarios:
| Scenario | Trigger | Action |
|---|
| Auto-acknowledgment | New email received | Send confirmation reply |
| Lead qualification | Contact form submission | Categorize and route lead |
| Support triage | Support email | Tag by urgency and type |
| Meeting scheduling | Email with meeting request | Propose available times |
How Automations Work
- Event occurs - Something happens (new email, contact created, etc.)
- Trigger fires - The automation detects the matching event
- AI processes - ShingleAI reads and understands the content
- Instructions applied - Your custom instructions guide the response
- Action taken - The automation performs the specified action
Automations run with the permissions defined at creation time. They cannot perform actions beyond their granted permissions.
