> For the complete documentation index, see [llms.txt](https://ledsak.gitbook.io/docs-for-ledsak/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://ledsak.gitbook.io/docs-for-ledsak/automation.md).

# Automation

#### We enable you to create unlimited automated workflows tailored to your specific needs, whether you're managing multiple products, teams, or sales processes.

### 📘 **Automation Setup Guide**

This guide helps you understand how to create an automation that performs specific actions based on triggers and conditions for leads in your system.

#### Guide Tutorial:

{% embed url="<https://www.loom.com/share/8be1cd167cb441a8a57aaf3ea31ab574?sid=b0bcc81c-3653-4c50-8cc6-c757e16ab4f4>" %}

***

#### 🛠️ **Step-by-Step: Creating an Automation**

#### 1. **Automation Title**

* Enter a name for your automation.\
  Example: `Assign Lead Based on Source`

***

#### 2. **Trigger Configuration**

* **Trigger Type**: Choose what should start the automation.\
  Options include:
  * `New Lead Created`
  * `Lead Updated`
  * `Activity Logged`
* **Trigger Action**: Select a specific event related to the trigger.\
  Example: If Trigger Type is “Lead Updated”, Trigger Action could be “Status Changed”.

***

#### 3. **Setup Section (Optional)**

* Click on **`+ Add Setup`** to add a setup block.
* **Setup Type**: Choose any additional setup logic or prerequisites that must happen before the condition check.<br>

***

#### 4. **Conditions**

* Conditions define the rules that must be met to execute the actions.

You can add multiple conditions. Each condition has:

* **Type**: Choose from:
  * `Lead Fields` (e.g., name, email, city)
  * `Group`
  * `Stage`
  * `Branch`
  * `Source`&#x20;
  * `User`
* **Field Name**: Select the specific field relevant to the selected type.
* **Condition**: Set the logic (e.g., Equals, Contains, Starts With, etc.)
* **Value**: The actual value you want to compare against.

💡 Example:

* Type: `Source`
* Field Name: `Lead Source`
* Condition: `Equals`
* Value: `Website Form`

***

#### 5. **Actions**

* Choose what should happen when the condition is true.

Each action includes:

* **Action Type**:\
  Example: `Field Update`, `Send Email`, `Assign to User`, etc.
* **Field/Action Detail**:\
  Example: `Assign Lead Field to Sales Team`

➡️ You can add more than one action by clicking **`+ Add Action`**.

***

#### ✅ **Final Step: Save Automation**

Click **`Save Automation`** once everything is configured. Your automation will now run whenever the defined trigger and conditions are met.

***

### 🔄 Example Use Case

**Automation Title**: *Assign Website Leads to Sales*

* **Trigger Type**: Lead Trigger&#x20;
* **Trigger Action**: New Lead
* **Setup Type:** Any condition can be met
* **Conditions**:
  * Type: Source
  * Field Name: Lead Source
  * Condition: Equals
  * Value: Website Form
* **Actions**:
  * Action Type: Assigned To Team
  * Assign Lead Field: Assign to `Sales Team`&#x20;

***

#### Key Observations:

1. **Clarity**:
   * Automation is made more powerful and accessible—no coding expertise required.
2. **Improvements**:
   * Easy to Automate Bases on Lead Field, Stage, Group, Branch, Assigned user, Activity Workflow.
   * Actions types- User update, team update, source update, stage update, group update, Email for first lead come, Whatsapp for first lead come.