Automation Basics

Audenci's automation engine allows you to create workflows that trigger actions based on events. Automate repetitive tasks like: Post creation, Scheduling, Notifications, Campaign assignment, Status changes, Content generation.

Automations have three components: TRIGGER (when should this run?), CONDITIONS (should it run for this item?), ACTIONS (what should happen?). Example: Trigger=Post Created, Condition=Category=Promotional, Action=Add to Q1 Campaign.

• Post Created - When a new post is created
• Post Status Changed - When status transitions
• Post Published - When post goes live
• Campaign Started - When campaign start date arrives
• Campaign Ended - When campaign end date passes
• Analytics Updated - When post analytics refresh
• Schedule Time - On specific date/time (cron)
• Follower Milestone - When follower count reaches X

Conditions filter which items trigger actions: Field equals value (category = 'Promotional'), Field contains value (caption contains 'sale'), Field greater than value (engagement rate > 5%), Multiple conditions (AND/OR logic), Date/time conditions.

• Create Draft Post - Generate new post with predefined content
• Schedule Post - Set post to publish at specific time
• Send Notification - In-app, email, or Telegram alert
• Send Email - Custom email to team or stakeholders
• Add to Campaign - Assign post to campaign
• Generate Content - AI content generation (1 credit per message)
• Generate Image - AI image creation (variable credits)
• Webhook Call - Trigger external integrations
• Update Post Status - Change status (DRAFT, IN_REVIEW, etc.)
• Add Tags - Add tags to post

To create automation: Go to Settings → Automations, Click 'New Automation', Name your automation, Select trigger, Add conditions (optional), Add actions (1-5 actions per automation), Enable automation, Save.

1. Define clear goal for automation
2. Choose appropriate trigger
3. Set conditions to filter items
4. Configure actions with details
5. Test with sample data
6. Enable and monitor

Automation: Auto-generate captions for drafted posts. Trigger: Post Created, Condition: Status = DRAFT AND Caption is empty, Action: Generate Content with prompt 'Write engaging caption for this post'. Cost: 1 credit per post.

Automation: Add promotional posts to active campaign. Trigger: Post Created, Condition: Category = 'Promotional' AND Tag contains 'summer', Action: Add to Campaign 'Summer Sale 2026'. Cost: Free (no credits).

Automation: Weekly analytics email. Trigger: Schedule Time (every Monday 9am), Condition: None (always run), Action: Send Email with analytics summary to team@company.com. Cost: Free (no credits).

Automation: Celebrate follower milestones. Trigger: Follower Milestone (Instagram followers = 10000), Condition: None, Action: Send Notification 'We hit 10K followers on Instagram!'. Cost: Free (no credits).

Actions that consume credits: Generate Content (1 credit per message), Generate Image (4-12 credits per image), Generate Video (20-40 credits per video). All other actions are FREE. Credits consumed only when action executes.

Test before enabling: Create test post that matches conditions, Verify trigger fires, Check that conditions evaluate correctly, Confirm actions execute as expected, Review credit costs for AI actions, Enable automation once validated.

Monitor automation performance: Execution log (when it ran), Success/failure rate, Credit costs incurred, Items processed, Error messages. Disable automations that aren't working as expected or consuming too many credits.

Plan-based limits: Starter: 5 automations, Growth: 15 automations, Scale: 50 automations, Enterprise: Unlimited. Each automation can have: 1 trigger, Up to 10 conditions (AND/OR logic), Up to 5 actions.

• Start simple - one trigger, one action
• Test thoroughly before enabling
• Monitor credit consumption for AI actions
• Use conditions to filter precisely
• Document automation purpose and logic
• Review automation logs weekly
• Disable unused automations to keep workspace clean
• Use automations for repetitive tasks, not creative work