Let the routine handoff take care of itself.

Start with the action you keep repeating

A good first automation is small and easy to explain. Find a task update your team repeats after the same kind of change. Open Automations in the project and choose from the available triggers and actions. Keep the rule tied to a real handoff your team already follows.

Build a rule you can trust

1. Name the handoff and decide what should start it.
2. Choose the supported trigger and the action in the project’s Automations view.
3. Check any person, status, or destination the action uses.
4. Run it on a sample task and read back the result.
5. Tell the team what the rule does before using it on active work.

Make the exceptions visible

An automation follows its configuration. It does not know that a client changed their mind in a call. Keep unusual cases explicit on the task and review rules when your process changes. If several rules could affect the same task, test the combined result before relying on the handoff.

Keep people responsible for the outcome

A rule can help with a routine update, but the team still owns the delivery. Name who checks that work reaches the next stage. Plan limits and available automation actions apply; check the pricing page and the project’s current controls when planning your workflow.