Episode 5 — Automations & approvals
Use a live automation end to end — read the triage workflow, trigger a real run from the board, debug the run that failed, and approve an outbound email yourself.
2 min read
By the end of this episode you'll have used an automation for real: you read the installed triage workflow before trusting it, create a task and watch it get scored and assigned on camera, follow that run through its journal, open the one that failed and trace it to its step — and approve an outbound customer email with your own click, then find that decision in the audit log seconds later. Step by step, at a pace you can follow along with.
What the episode shows
| At | Scene |
|---|---|
| 0:27 | The job: a board of unowned tasks |
| 0:48 | The catalog, and what a bundle's preview panel tells you |
| 1:44 | Reading the workflow: trigger, score step, schema |
| 2:45 | The tester — and the honest way to trigger a run |
| 3:04 | A real task, created and auto-assigned on camera |
| 3:58 | The red run, diagnosed down to its step |
| 4:40 | The approval card: read, adjust, submit |
| 5:32 | The decision in the audit log |
Where to go next
Automation concepts and the catalog cover the bundles; the editor, triggers, and execution logs go deep on what you saw. For the card itself, read approval concepts and approvals in workflows — then build one with the editor tutorial a workflow with approvals.