We've published comprehensive documentation for automations in 21RISK — everything you need to build powerful workflow automation from scratch 🚀
What's new in the docs
The new Automations Setup Guide takes you step-by-step through the entire process of creating automations:
- Getting started — Access the automation settings and understand the interface
- Trigger configuration — Set up change-based or scheduled triggers with daily, weekly, or monthly schedules
- Condition building — Create complex filtering logic with multiple scenarios and operators
- Action setup — Automatically update statuses or send notifications when conditions match
- Testing strategies — Validate your automations before enabling them in production
Each section includes real-world examples with screenshots, so you can see exactly what the UI looks like at every step.
Real examples you can use
The documentation includes three complete automation examples ready to implement:
Weekly overdue cleanup — Automatically move overdue items back to "To Do" every Monday morning. Perfect for keeping your board clean and ensuring nothing stays in progress indefinitely.
High-cost notifications — Alert managers when items with cost estimates over €10,000 are created. Great for budget oversight and approval workflows.
Multi-condition workflows — Move items to "To Do" if they're missing any required planning field (cost estimate, due date, or responsible person). Ensures data quality before work begins.
Why this matters
Automations are powerful, but they can be intimidating to set up for the first time. Our previous documentation was minimal — enough to get started, but not enough to build confidence.
With this comprehensive guide, you can now:
- Build complex workflows without contacting support
- Understand exactly what each operator does (
*,!*,>,>=,@today, etc.) - Troubleshoot issues using the monitoring section
- Learn best practices from real-world examples
The documentation also covers advanced topics like condition logic (AND vs OR), schedule configuration nuances, and debugging tips for when automations don't behave as expected.
Learn more
- Automations Introduction — Overview and concepts
- Automations Setup Guide — Complete step-by-step guide