Start an automation with guided setup

Pick a ready-made automation starter such as work order reminders or post-service reviews, name it, preview what it will do, and create a draft you can finish in the builder.

In the sidebar, open Automation, then Overview. The page address is /lifecycle-automation. Guided setup lives in the Guided setup button at the top right of the Automation Center and on every card under Recommended automation starters.

Before you start

• Your role needs permission to manage automation definitions. Without it the Guided setup buttons are missing from the page.
• Guided setup only creates a draft. Nothing is sent to a customer until you publish and turn the automation on.

Steps

1. Press Guided setup. The Lifecycle guided setup drawer opens on the Choose starter step.
2. Pick a starter card, for example Work order reminders, Post-service reviews, Payment reminders, Quote follow-up or Unknown missed-call auto-replies. The chosen card turns dark. Each card lists its trigger, its flow and its policy in plain words.
3. Press Next. On the Configure draft step, change Automation name and Description if the defaults do not suit you.
4. Under Operator mode after setup, choose Guided setup to keep the builder simple, or Full builder if you want every control visible when the draft opens.
5. Check the Starter summary on the right, then press Next.
6. On the Preview behavior step, read Preview of automation behavior and Expected journey flow. The flow shows each step in order, for example a wait, then a message, then completion.
7. Press Create draft. Nova creates the draft and opens it in the builder.

What you see

• The step chips at the top of the drawer (Choose starter, Configure draft, Preview behavior) are clickable, so you can jump back to a step without pressing Back several times.
• The footer counts the steps for you, for example step 2 of 3.
• What happens next on the preview step tells you where the draft goes and what still needs doing: review the trigger filters, timing and messages, then publish when you are ready.
• After creation, the new automation appears in the Automations list with the status Draft. It does not run until it is published and turned on.

If something looks different

• Guided setup is missing: your role cannot manage automation definitions. Ask your admin for that permission.
• You closed the drawer by mistake after changing something: Nova asks Discard changes?, so press Keep editing in that prompt to go back.
• You would rather switch on one of the standard automations than build a new one: see Turn an automation on or off.

Open the Automation Center