This article will guide you through the process of adding automations to your documents. By the end, you'll know how to set up an automation that sends an email whenever a document is updated.

Start by opening your document. Navigate to the Automations option at the top of the page.

Proceed to the Browse section.

For this tutorial, we're setting up an automation to receive an email whenever a document is updated. Choose the template titled "When doc edited, then send email.

You'll then be redirected to the Workflow section.

Here, assign the action for this trigger by clicking on Send Email.

In the next screen, enter the email address where you want to receive the updates.

You also have the option to add CC and BCC recipients. Next, enter the subject of the email.

In the message, include the document name and update details. Once you've filled in all the information, close the pop-up.

Now, it's time to name your workflow. After naming it, hit Save. Your changes are now saved. By default, your new automation is inactive.

To activate it, click on the toggle switch.

Once it's active, close the window.

Let's test this by making a change to the document.

Select the text you want to change, and paste in the new content.

Once you're done, publish these changes by hitting Publish.

Now, check your inbox. You should see an email notifying you of the changes.

To verify the automation, head back to your dashboard and click on Automations. Go to the Run section to see if it was triggered successfully.

To manage your automation, click on Manage.

From here, you can temporarily disable the automation or click on the three dots for additional options.

You have the option to edit the automation, archive it, duplicate it, or delete it.

Once you're done, close the pop-up.

And that's it! You've successfully added an automation to your document.