Create Custom Automations in Projects
Welcome to Kroolo, your smart productivity powerhouse. In this article, you'll learn how to create custom automation in Kroolo to automate task update notifications.
1. Open Your Project
Log in to Kroolo and open the project where you want to set up automation.
2. Access the Automations Panel
Locate and click on the "Automations" button in your project toolbar.
3. Navigate to the Custom Automation Tab
In the Automations panel, switch to the "Custom" tab. This is where you'll set up and define your custom automation.
4. Choose a Condition
Click on the drop-down menu under "Custom." Select a condition that triggers the automation. For this guide, choose "When a task is updated."
5. Add the Condition
Click on the plus (+) button to add the selected condition to your automation.
6. Define Additional Conditions (Optional)
You can add more conditions if needed by repeating the above step. For example, you can set conditions based on deadlines, task priorities, or team members.
7. Choose an Action
F choose the action you want to automate from the drop-down menu. Remember, you're not restricted to a single condition or action - add as many as you need.
8. Trigger Notification to Google Space
In our example, we're choosing Space and Message. This automation will trigger a notification to Google Space whenever a task is completed.
Click Save. Your automation is now ready. Close the pop-up window.
9. Test Your Automation
To test your automation, mark a task as completed.
10. Go to Google Chat
Open Google Chat and navigate to the Space associated with your project.
You should see a "Task Completed" notification in Google Space, including the name of the task. For example: "Content Strategy completed."
Congratulations! You've successfully set up a custom automation in Kroolo.