Automations in Proma

Proma offers three powerful automation types for different workflow needs:

Regular Automations Standard workflow automations triggered by events, schedules, or external systems

Automation Sequences Time-based follow-up actions and scheduled workflows

In-place Automations Immediate actions triggered by buttons and other UI elements

Core Features

Regular Automations

• Board-level automations - Multiple trigger types - Cross-board capabilities - Complex workflows

Sequences

• Time-based triggers - Interval scheduling - Follow-up actions - Drip campaigns

In-place

• Button triggers - Immediate execution - Context-specific - Quick actions

Visual Builder

All automation types use the visual workflow builder with:

• Drag-and-drop interface
• Logic Builder integration
• Error handling
• Real-time testing

Cross-Board Capabilities

• Share automations between boards
• Access multiple data sources
• Synchronized workflows
• Consistent processes

Related Resources

Logic Builder Create complex automation logic

Campaign Integration Automate communication workflows