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Automations

Rules that do the routine steps for you

Tell the plan what to do when a card moves, a form response lands or a due date nears: stamp the date, hand the card to whoever is next, post to Slack. Rules run on their own, even when nobody has the plan open.

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Everything in this category

Rules in plain words

A rule reads like a sentence: When something happens to a card, If the card is the kind you mean, Then do the steps. Move it, set or clear a field, assign it, label it, flag it, comment, add a checklist, link it to another card, copy it, or wait a day first. If / Else and For Related Cards cover the rest.

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Start from a template

Pick a ready-made rule, such as Stamp the Finish Date, Triage New Bugs, Overdue Nudge or Close the Parent, and it opens filled in with your plan’s own columns and fields. Change what you like, then save it and switch it on.

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Triggers for every moment

Start a rule when a card is added, moves, changes a field, is archived or restored, gets a comment or a mention, finishes its checklist, has every thread resolved, is unblocked, sees its last child done or tips a column over its limit. Or run one from a card’s menu yourself.

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Rules on a schedule

Run a rule every day, every weekday, on chosen days or once a month, at the time you pick. Or run it days before a card is due, the day after it goes overdue, or once a card has sat unchanged for too long.

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Share the work out in turn

Assign whoever moved the card, a chosen person, or the people on triage in turn, so new bugs and form requests are handed out evenly without anyone keeping count.

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Tell people where they are

Email the assignee, @mention someone on the card, post to a Slack or Microsoft Teams channel with a link back to the card, or send a signed event to a service of your own.

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AI steps that triage

Add an AI step that summarises a card, suggests its card type, or sets its priority and labels from what it says. Each plan has 100 AI steps a day, and anything AI wrote is marked as such.

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Start a rule from another tool

Give a rule its own address and secret, and another tool can start it with one call: a deploy finishing can move its cards to Done, or a support tool can open a card.

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Every run on the record

Test a rule on a real card before you save it and see what it would do. Once it is on, the Audit Trail lists every run with its card, its result and each step it took, and what a rule changed reads as Automation on the card.

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Rules your agents can write

AI tools connected over MCP, and the command-line tool, can list, write, test and run rules the way an Editor of the plan can. Rules run on our servers, so they work on plans saved to your account.

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