Process overview for using automation entities
2026-09-03Last updated
To trigger a series of actions manually, on a schedule, or based on events in your system, you can set up automation entities.
The following table lists the steps required to create and configure an automation entity:
| Step | Description | Where to find more information |
|---|---|---|
| Mandatory configuration | ||
| 1 | Create an automation entity, and provide it with a name and description. | Creating an automation entity |
| 2 | Determine whether the automation is triggered manually, on a schedule, or by a specific event. Add conditions based on the type of event. | Configuring automation triggers |
| 3 | Determine what actions are performed when the automation is triggered. Use event data to contextualize the response actions. | Configuring automation responses |
| Optional configuration | ||
| 4 | Define additional settings for the automation, such as scope and activation period. | Advanced settings for automation entities |
| 5 | Provide a custom icon for the entity and add it to a map. | Adding automations to maps |