Overview of automation entities

2026-02-25Last updated

To trigger a series of actions manually, on a schedule, or based on events in your system, you can set up automation entities.

When considering automation, ask:
  • What triggers the process?
  • What actions should run?
  • Is there a process that applies to multiple entities? Which entities?
  • When should the automation be active or inactive?
  • Should it start now or later?

Automation setup includes the following steps:

Diagram showing the 5 steps for setting up an automation.

Learn more: