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HATS Automations

Automations trigger HATS procedures or notifications when defined conditions are met. Configuration is org admin only.

Open automations​

  1. Expand Settings in the sidebar.
  2. Click Automations (/hats/automations).

Automation list​

Browse configured automations with name, trigger type, and active status.

Create or edit an automation​

  1. Click New automation or open an existing row.
  2. Navigate to automation detail (/hats/automations/[id]).
  3. Configure:
    • Trigger — Event or condition that starts the automation
    • Procedure — Which procedure to run
    • Filters — Case state, vendor, labels, or other criteria
    • Active flag — Enable or disable without deleting
  4. Save the automation.

Test automations​

  1. Disable the automation initially while configuring.
  2. Trigger the condition on a test case in a controlled environment.
  3. Verify tasks appear in Tasks and procedure steps execute correctly.
  4. Enable for production when validated.

Monitor​

  • Review Tasks for automation-generated work items.
  • Check case Tasks tab for case-specific automation output.
  • Disable misbehaving automations immediately and fix configuration.