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Automation

Automation is where work runs without you starting it by hand, and where you shape how each piece of work proceeds. Its tabs hold your scheduled activities and your playbooks; a persona's own page describes one stage-runner a playbook can use.

  • Schedule — your organization's scheduled activities.
  • Playbooks — the built-in and custom playbooks and the playbook editor.
  • Persona details — what one persona is, how it runs and how it can end.