Waymaker
Automations

Introduction to Automations

Learn about Introduction to Automations in WaymakerOS.

WorkflowsAutomation

Build workflows that run automatically. When something happens (a trigger), Waymaker performs actions for you — creating records, sending emails, updating fields, or calling webhooks.

What are Automations?

Automations in Waymaker Commander let you define "when this happens, do that" rules. Instead of manually performing repetitive tasks, set up an automation once and let it run every time the trigger condition is met.

Common use cases

  • Form submission → Create table row — when someone fills out a form, store the data
  • Form submission → Send email — confirm receipt with an automatic reply
  • Status change → Notify team — when a task moves to "Blocked", notify the team lead
  • Scheduled → Run report — every Monday morning, generate a weekly summary
  • Webhook → Update record — when Stripe sends a payment event, update the customer record

Key concepts

Triggers

What starts the automation. Every automation has exactly one trigger:

  • Form submission — when a specific form receives a response
  • Event type — when a system event occurs (task created, document updated, etc.)
  • Scheduled — at a specific time or interval (hourly, daily, weekly)
  • Webhook — when an external service sends data

Actions

What the automation does. An automation can have multiple actions that run in sequence:

  • Create table row — add a new row to a table
  • Send email — send an email to specified recipients
  • Update record — modify an existing row in a table
  • Call webhook — send an HTTP request to an external service

Conditions

Optional filters that determine whether actions should run. If the condition is false, the automation skips the actions for that trigger event.

Example: Trigger on form submission, but only run actions if the "Budget" field is greater than $10,000.

Getting started

  1. Open the Tools module (Cmd+4)
  2. Click Automations
  3. Click New Automation
  4. Choose a trigger
  5. Add actions
  6. Activate the automation

Next steps