Streamline repetitive tasks to accomplish more in less time.
Set up custom rules in seconds, helping your team save valuable time.
Kick off with tailored suggestions from our pre-built rules library.
Streamline actions across Leanbase and platforms like Slack and Gmail.
Streamline repetitive tasks to accomplish more in less time.
Set up custom rules in seconds, helping your team save valuable time.
Kick off with tailored suggestions from our pre-built rules library.
Streamline actions across Leanbase and platforms like Slack and Gmail.
Use our rule builder to automate workflows by defining triggers and actions.
Explore our rules library for tailored suggestions, making it easy to automate processes.
Automatically assign tasks as soon as a request form is submitted.
Reassign tasks, request approvals, and add items to multiple projects with ease.
Send reminders for tasks with approaching or overdue deadlines.
Organize tasks by automatically moving them when they’re assigned or updated.
Automatically send emails or Slack notifications when tasks are updated.
Schedule Google Calendar events when new tasks are added to your project.
Attach files from Dropbox or OneDrive when tasks are assigned.
Automation is just the beginning. Take a look at additional these features to track, assign and initiate work within no time.
See All FeaturesWhat is Leanbase automation?
Leanbase automation simplifies workflows by automating repetitive tasks using triggers, conditions, and actions. It ensures consistency, saves time, and boosts productivity.
How do I create automation?
To create automation, go to Board Settings, open the Automation section, and select the Rule tab. Click "Create rule," then configure the trigger (e.g., "Task is moved to Done"), condition (e.g., "Label is Demo"), and action (e.g., "Set status to Archived"). Save the rule to apply it automatically.
What are templates and button automations?
Templates are pre-built workflows available under Automation > Templates, which you can customize and activate. Button automations are manual actions triggered by task buttons, created under Automation > Custom Buttons by defining a label, conditions, and actions.
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