[{"data":1,"prerenderedAt":148},["ShallowReactive",2],{"docs-navigation-en":3,"\u002Fdocs\u002Fgetting-started\u002Fautomations-en":43,"\u002Fdocs\u002Fgetting-started\u002Fautomations-surround-en":143},[4],{"title":5,"path":6,"stem":7,"children":8,"icon":42},"Getting Started","\u002Fdocs\u002Fgetting-started","docs\u002F1.getting-started\u002F1.index",[9,12,17,22,27,32,37],{"title":10,"path":6,"stem":7,"icon":11},"Introduction","ph:house",{"title":13,"path":14,"stem":15,"icon":16},"Contacts","\u002Fdocs\u002Fgetting-started\u002Fcontacts","docs\u002F1.getting-started\u002F2.contacts","ph:users",{"title":18,"path":19,"stem":20,"icon":21},"Pipelines","\u002Fdocs\u002Fgetting-started\u002Fpipelines","docs\u002F1.getting-started\u002F3.pipelines","ph:kanban",{"title":23,"path":24,"stem":25,"icon":26},"Automations","\u002Fdocs\u002Fgetting-started\u002Fautomations","docs\u002F1.getting-started\u002F4.automations","ph:lightning",{"title":28,"path":29,"stem":30,"icon":31},"Custom Fields","\u002Fdocs\u002Fgetting-started\u002Fcustom-fields","docs\u002F1.getting-started\u002F5.custom-fields","ph:textbox",{"title":33,"path":34,"stem":35,"icon":36},"Contact Lists","\u002Fdocs\u002Fgetting-started\u002Fcontact-lists","docs\u002F1.getting-started\u002F6.contact-lists","ph:list-magnifying-glass",{"title":38,"path":39,"stem":40,"icon":41},"Import Contacts from CSV","\u002Fdocs\u002Fgetting-started\u002Fimport-contacts-csv","docs\u002F1.getting-started\u002F7.import-contacts-csv","ph:upload-simple","i-lucide-rocket",{"id":44,"title":23,"body":45,"dateModified":134,"datePublished":134,"description":135,"extension":136,"links":134,"meta":137,"navigation":138,"path":24,"seo":139,"stem":25,"__hash__":142},"docs_en\u002Fdocs\u002F1.getting-started\u002F4.automations.md",{"type":46,"value":47,"toc":127},"minimark",[48,55,58,63,66,89,93,99,105,111,115,118],[49,50,51],"note",{},[52,53,54],"p",{},"Automation execution is not available in the current closed beta. This page describes the planned model and will be replaced with operating instructions when the feature ships.",[52,56,57],{},"Automations are planned to respond to account events such as a contact being created, an opportunity changing stage, or a task becoming due.",[59,60,62],"h2",{"id":61},"how-automations-work","How Automations Work",[52,64,65],{},"An automation has three parts:",[67,68,69,77,83],"ol",{},[70,71,72,76],"li",{},[73,74,75],"strong",{},"Trigger"," — The event that starts it (contact created, stage changed, date reached)",[70,78,79,82],{},[73,80,81],{},"Conditions"," — Optional filters (only for contacts in \"Enterprise\" segment, only if deal value > $5k)",[70,84,85,88],{},[73,86,87],{},"Actions"," — What happens (assign task, send email, update field, notify team)",[59,90,92],{"id":91},"common-automations","Common Automations",[52,94,95,98],{},[73,96,97],{},"New contact follow-up","\n: Trigger: Contact created\n: Action: Assign a \"Follow up\" task to the account owner, due in 2 days",[52,100,101,104],{},[73,102,103],{},"Stage change notification","\n: Trigger: Opportunity stage changed to \"Won\"\n: Action: Notify the team in Slack, create a \"Kickoff call\" task",[52,106,107,110],{},[73,108,109],{},"Stale deal alert","\n: Trigger: Deal in same stage for 14 days\n: Action: Assign a \"Check in\" task to the deal owner",[59,112,114],{"id":113},"before-automations-launch","Before Automations Launch",[52,116,117],{},"Document the trigger, conditions, action, owner, expected result, and failure-handling rule for each process you want to automate. Start with recurring work that already has a stable manual procedure.",[52,119,120,121,126],{},"Read the ",[122,123,125],"a",{"href":124},"\u002Fguides\u002Fautomations","CRM Automation Guide"," for design examples and a testing checklist.",{"title":128,"searchDepth":129,"depth":129,"links":130},"",2,[131,132,133],{"id":61,"depth":129,"text":62},{"id":91,"depth":129,"text":92},{"id":113,"depth":129,"text":114},null,"Preview the automation model planned for follow-ups, assignments, and account processes.","md",{},{"icon":26},{"title":140,"description":141},"Cleo Automation Feature Preview","Review the trigger, condition, and action model planned for Cleo automations during closed beta.","z3QCf0kYEIfQzAnuktVR8J_EawbV8ZN5GbE4GYTYX38",[144,146],{"title":18,"path":19,"stem":20,"description":145,"icon":21,"children":-1},"Visualize your sales process and track deals from first contact to close.",{"title":28,"path":29,"stem":30,"description":147,"icon":31,"children":-1},"Create structured fields for contact data that does not fit the standard contact record.",1793830130805]