Do you have a lot of repeatable tasks in your day-to-day? Don't worry, Drag can take care of those for you. With Drag, you can preset rules to automate your workflows. You may know the Gmail rules or filters, our automations work like them. Here is everything you need to know to use them.

Automations are included in our Pro Plan.

How it works

Each Drag board or workflow is different. That's why you can create different automations for different Drag boards. The best part is that our automations are all cross-boards. This means they allow actions in one board to trigger other actions in a completely separate board.

Our automations are combinations of 3 factors that you can customize:

Board
This is the board where your automation will be triggered. For example, if you select your main board, this means those rules will be applied to every email that arrives into your personal inbox. The same applies for other shared inboxes you select. You can only select 1 board at a time.

Conditions
These are the trigger conditions that determine when a rule will be applied. You can select as many conditions as you want. You can chose to set up automations based on sender and / or email subject, with options "contains" or "does not contain" a certain keyword of your choice.

Actions
These are the conditions that will be applied to the emails when the automation is triggered.

Actions you can automate with Drag

There are 5 actions that you can automate with Drag:

Move to:
Select this option if you want to automatically move cards across different boards and / or columns.

Assign to:
Automatically assign team members to specific cards based on rules.

Change color:
Change color coding of cards.

Gmail action:
Perform Gmail actions such as star and mark as read.

Apply tag:
Automatically apply shared labels to cards.

How to add an automation
To add an automation, follow these steps:

Click on the 3-dots button on the top right of any board and click on "automations". You do not need to be inside the specific board you want to create the automation from.



Type an automation name and click on "create" or hit enter.



Select the board from which you want the automation to start.



Note that you can apply automations to boards that are inboxes (either your personal inbox or a shared inbox). You cannot apply automations on Empty Boards.

Click on the "Condition" tab and select the conditions you would like to be applied. To add multiple conditions, click on the "+" button below the last condition. To remove a condition, click on the "x" button next to each condition.



Click on the "Action" tab and select the actions that you want to automate with this specific rule. To add multiple actions, click on the "+" button below the last action. To remove an action, click on the "x" button next to each action.



Click on "Create" on the bottom right of the popup. After clicking “Create”, the Automation will be turned on.

How to edit or delete an automation

To edit or delete an automation:

Click on 3-dots button on the top right of any board and click on "automations".



A popup with all of your automation rules will appear. To remove an automation, click on the trash icon next to each automation name. To edit an automation, click on the pen icon next to each automation name.



If you have any questions about this or anything else in this article, feel free to reach out to us at customer success at support@dragapp.com
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