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