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Topics

  • Getting started
    • Signing in & your account
      • Signing in to OurOpero
      • Login codes and new devices
      • Creating an account
      • Accepting an invitation
      • Resetting your password
      • Verifying your email
    • Finding your way around
      • The app layout
      • The left sidebar
      • The top bar
      • Breadcrumbs and going back
      • Light and dark mode
    • Workspaces
      • Creating a workspace
      • Switching and pinning workspaces
      • Browsing all workspaces
      • The workspace overview
      • Editing or deleting a workspace
    • Folders
      • Creating a folder
      • Organising with folders
      • Renaming or deleting a folder
  • Boards & items
    • Board basics
      • The board types
      • Creating a board
      • The board header
      • Editing or deleting a board
    • Groups
      • Creating a group
      • Renaming and recolouring a group
      • Reordering and collapsing groups
      • The collapsed group summary
      • Deleting a group
    • Items
      • Adding items
      • Renaming an item
      • Moving and reordering items
      • Deleting items (and undoing it)
      • The indicators on an item
    • The item panel
      • Opening the item panel
      • Linking straight to an item
    • Subitems
      • Adding subitems
      • Subitem columns
      • What subitems cannot do
    • Selecting several items
    • Import
      • Preparing and uploading your file
      • Choosing what to import and matching columns
      • Running the import
      • Troubleshooting imports
  • Columns
    • Working with columns
      • Adding a column
      • Renaming, moving and resizing
      • Deleting a column (and undoing it)
      • Which columns have settings
    • Text & number columns
      • Text and Long Text
      • Number
      • Email, Phone and Link
    • Date & time columns
      • Date and Date & Time
      • Timeline
      • Hour
      • Duration and time tracking
    • Choice columns
      • Status
      • Dropdown
      • Editing labels and colours
      • Checkbox, Rating and Color
    • Person and Multi Person
    • The File column
    • Progress & action columns
      • Progress
      • Button
      • Auto Number
      • Last Updated
    • Connecting boards
      • Connect boards
      • Mirror
    • Restricting a column
  • Views & dashboards
    • Board views
      • The view tabs
      • Creating and duplicating views
      • Pinning, locking and defaults
      • How views remember their layout
      • Deleting a view
    • Filtering, sorting & hiding
      • Searching a board
      • Filtering by person
      • Quick filters
      • Advanced filters
      • Filter operator reference
      • Sorting
      • Showing and hiding columns
      • Saving filters to a view
    • Dashboards
      • Creating a dashboard
      • Arranging widgets
      • Filtering a dashboard
      • Exporting a dashboard to PDF
    • Widgets
      • The Chart widget
      • Chart type reference
      • The Numbers widget
      • The Battery widget
      • Table, Split and drill-down
    • Exporting to Excel
  • Automations
    • Automation basics
      • The Automation Center
      • Building your first recipe
      • Why Save does nothing
      • Pausing, editing and deleting
    • Trigger reference
    • Condition reference
    • Actions
      • Item actions
      • Column actions
      • Notifications and emails
      • Recipients and variables
    • Scheduling automations
    • Cross-board automations
    • Run history and live status
  • Documents & files
    • Documents
      • Creating a document
      • The document editor
      • Renaming and autosave
      • Sharing a document
      • Deleting a document
    • Adding content
      • The slash menu
      • Headings and lists
      • Tables
      • Images, files and embeds
      • Code blocks and equations
      • Callouts, toggles and columns
    • Formatting
      • The selection toolbar
      • Fonts, colours and spacing
      • Importing and exporting
      • Editing, Viewing and Suggestion
    • Version history and restore
    • File boards
      • Uploading files
      • Organising with folders
      • Previewing and downloading
      • Deleting files
      • The storage bar
  • Collaboration
    • Item updates
      • Posting an update
      • Replying
      • Editing and deleting
      • Liking and sharing an update
      • The board-wide updates feed
    • @mentions
    • Files on an item
    • Notifications
      • The notification bell
      • Marking notifications read
      • Sounds and desktop banners
      • Notification preferences
    • Activity log
      • Opening the activity log
      • What the log records
      • Filtering the log
      • Undoing a change
      • Who has viewed the board
    • What updates live
    • Sharing & permissions
      • Roles at a glance
      • Workspace permissions
      • Board and folder access
      • What can be shared by link
  • Account & administration
    • Your profile
      • Personal info
      • Working status
      • Language and region
      • Changing your password
      • Session history
    • Members & invites
      • Inviting people
      • What each role can do
      • Managing members
      • Deactivating and deleting
      • Transferring ownership
      • How seats are counted
    • Plans & billing
      • Choosing a plan
      • Upgrading and downgrading
      • Promo codes
      • Trials and locked workspaces
      • Turning off auto-renewal
    • Invoices & payment
      • Your invoices
      • Invoice settings
      • Payment method
      • Billing contacts
    • Storage
    • Switching accounts

Topics

  • Getting started
    • Signing in & your account
      • Signing in to OurOpero
      • Login codes and new devices
      • Creating an account
      • Accepting an invitation
      • Resetting your password
      • Verifying your email
    • Finding your way around
      • The app layout
      • The left sidebar
      • The top bar
      • Breadcrumbs and going back
      • Light and dark mode
    • Workspaces
      • Creating a workspace
      • Switching and pinning workspaces
      • Browsing all workspaces
      • The workspace overview
      • Editing or deleting a workspace
    • Folders
      • Creating a folder
      • Organising with folders
      • Renaming or deleting a folder
  • Boards & items
    • Board basics
      • The board types
      • Creating a board
      • The board header
      • Editing or deleting a board
    • Groups
      • Creating a group
      • Renaming and recolouring a group
      • Reordering and collapsing groups
      • The collapsed group summary
      • Deleting a group
    • Items
      • Adding items
      • Renaming an item
      • Moving and reordering items
      • Deleting items (and undoing it)
      • The indicators on an item
    • The item panel
      • Opening the item panel
      • Linking straight to an item
    • Subitems
      • Adding subitems
      • Subitem columns
      • What subitems cannot do
    • Selecting several items
    • Import
      • Preparing and uploading your file
      • Choosing what to import and matching columns
      • Running the import
      • Troubleshooting imports
  • Columns
    • Working with columns
      • Adding a column
      • Renaming, moving and resizing
      • Deleting a column (and undoing it)
      • Which columns have settings
    • Text & number columns
      • Text and Long Text
      • Number
      • Email, Phone and Link
    • Date & time columns
      • Date and Date & Time
      • Timeline
      • Hour
      • Duration and time tracking
    • Choice columns
      • Status
      • Dropdown
      • Editing labels and colours
      • Checkbox, Rating and Color
    • Person and Multi Person
    • The File column
    • Progress & action columns
      • Progress
      • Button
      • Auto Number
      • Last Updated
    • Connecting boards
      • Connect boards
      • Mirror
    • Restricting a column
  • Views & dashboards
    • Board views
      • The view tabs
      • Creating and duplicating views
      • Pinning, locking and defaults
      • How views remember their layout
      • Deleting a view
    • Filtering, sorting & hiding
      • Searching a board
      • Filtering by person
      • Quick filters
      • Advanced filters
      • Filter operator reference
      • Sorting
      • Showing and hiding columns
      • Saving filters to a view
    • Dashboards
      • Creating a dashboard
      • Arranging widgets
      • Filtering a dashboard
      • Exporting a dashboard to PDF
    • Widgets
      • The Chart widget
      • Chart type reference
      • The Numbers widget
      • The Battery widget
      • Table, Split and drill-down
    • Exporting to Excel
  • Automations
    • Automation basics
      • The Automation Center
      • Building your first recipe
      • Why Save does nothing
      • Pausing, editing and deleting
    • Trigger reference
    • Condition reference
    • Actions
      • Item actions
      • Column actions
      • Notifications and emails
      • Recipients and variables
    • Scheduling automations
    • Cross-board automations
    • Run history and live status
  • Documents & files
    • Documents
      • Creating a document
      • The document editor
      • Renaming and autosave
      • Sharing a document
      • Deleting a document
    • Adding content
      • The slash menu
      • Headings and lists
      • Tables
      • Images, files and embeds
      • Code blocks and equations
      • Callouts, toggles and columns
    • Formatting
      • The selection toolbar
      • Fonts, colours and spacing
      • Importing and exporting
      • Editing, Viewing and Suggestion
    • Version history and restore
    • File boards
      • Uploading files
      • Organising with folders
      • Previewing and downloading
      • Deleting files
      • The storage bar
  • Collaboration
    • Item updates
      • Posting an update
      • Replying
      • Editing and deleting
      • Liking and sharing an update
      • The board-wide updates feed
    • @mentions
    • Files on an item
    • Notifications
      • The notification bell
      • Marking notifications read
      • Sounds and desktop banners
      • Notification preferences
    • Activity log
      • Opening the activity log
      • What the log records
      • Filtering the log
      • Undoing a change
      • Who has viewed the board
    • What updates live
    • Sharing & permissions
      • Roles at a glance
      • Workspace permissions
      • Board and folder access
      • What can be shared by link
  • Account & administration
    • Your profile
      • Personal info
      • Working status
      • Language and region
      • Changing your password
      • Session history
    • Members & invites
      • Inviting people
      • What each role can do
      • Managing members
      • Deactivating and deleting
      • Transferring ownership
      • How seats are counted
    • Plans & billing
      • Choosing a plan
      • Upgrading and downgrading
      • Promo codes
      • Trials and locked workspaces
      • Turning off auto-renewal
    • Invoices & payment
      • Your invoices
      • Invoice settings
      • Payment method
      • Billing contacts
    • Storage
    • Switching accounts
  1. Help center/
  2. Automations/
  3. Automation basics

Automation basics

Where automations live, how a recipe is written, and what to do when Save won't respond.

Articles

  • The Automation CenterView and manage the automations for a board, including their current status and run history.3 min→
  • Building your first recipeCreate an automation as a sentence with one trigger, optional conditions, and one or more actions.4 min→
  • Why Save does nothingThe automation builder does not display error messages. Instead, incomplete parts of the recipe briefly shake, and saving remains blocked until the trigger and all actions are complete.3 min→
  • Pausing, editing and deletingPause an automation without removing it, edit its configuration, or delete it permanently.2 min→
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Capabilities

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  • Documents
  • Time tracking
  • Pricing
  • Integrations

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