> For the complete documentation index, see [llms.txt](https://help.whautomate.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://help.whautomate.com/product-guides/automation.md).

# Automation

## **How Whautomate Automation Rules Work**

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Whautomate helps you streamline customer interactions by letting you create automation rules with triggers, conditions, and actions.

* **Triggers:** These define when the automation should begin. They act like a switch that turns on the automation workflow when a specific event occurs in the Whautomate app. For instance, a trigger could be set to initiate when a customer completes a form.

<figure><img src="/files/NoCGgzyPIUSqBHzSE4ZP" alt=""><figcaption></figcaption></figure>

* **Conditions (Optional):** These act as a filter within the trigger. You can define conditions to further specify when the automation should execute. Think of conditions as an "if" statement within the trigger. For example, a condition might be to only trigger the automation if the completed form is a specific type, such as a Client Registration Form.

<figure><img src="/files/4SbRvbjTqBs9J7uI0MRs" alt=""><figcaption></figcaption></figure>

* **Actions:** These are the automated tasks that Whautomate performs when the trigger fires (completes all conditions, if any). They represent the "then" part of the workflow. Examples of actions include sending a personalized auto-reply to the customer, assigning the conversation to the appropriate team, or sending a notification to the team member.

<figure><img src="/files/RPaWdic4PKLj91IcfxfG" alt=""><figcaption></figcaption></figure>

By combining triggers, conditions, and actions, you can automate repetitive tasks and tailor your responses to different customer interactions.