Set up your first automation
Let’s set up your first automation.
Then try:
- ⚡ “When I get an email → use my docs for context and draft a reply”
- 💰 “When I get a bill by email → add it to my Notion bills table”
Steps
Open the menu
Open the menu to get started with automations.
Open the tab switcher
Open the tab switcher to see available sections.
Switch to Automations
Select Automations to start setting up your first automation.
Add your first trigger
Click Add trigger to choose what starts this automation.
Find your app
Use the search bar to find your app, like Gmail or Notion.
Select your app
Select the app you want to use as the trigger.
Continue
Click Next to continue.
Choose a trigger
Choose the event that starts this automation, like New email.
Continue
Click Next to continue.
Review trigger settings
Review the trigger settings, or leave the defaults.
Create your first trigger
Click Create trigger to finish setting up the trigger.
Add your first action
Click Add Action to choose what happens when the trigger runs.
Name your action
Give this action a short, clear name so you can recognize it later.
Tell Leoparo what to do
Describe what Leoparo should do when this automation runs.
Add context (optional)
Connect apps or knowledge bases if this action needs them.
Create your action
Click Create Action to finish setting up the action.
See your automation run
When this automation runs, you’ll see it here in the Activity log.
Your automation is ready
This automation will now run automatically when its trigger happens.
Example:
