> ## Documentation Index
> Fetch the complete documentation index at: https://studio.assembly.com/docs/llms.txt
> Use this file to discover all available pages before exploring further.

# Assembly Studio Automations

> Create, manage, and track automated workflows in Assembly.

The Automations feature in Assembly simplifies workflow creation, management, and tracking. Currently supporting 3 automation templates with options to build from scratch, Assembly plans to expand capabilities over time. Users can request additional automations via a feedback form.

## Creating an automation by starting with a template

### Assign a contract when a client logs in for the first time

Navigate to **Automations** in the sidebar. Select the contract template automation, choose a client creation method (**Internal User**, **Client User**, **Direct Sign Up**, or **Any**), select a contract from the dropdown, and publish.

<Note>
  You must have at least one contract template created, and it should not contain variable input fields.
</Note>

### Assign a form when a client logs in for the first time

Follow similar steps: access **Automations**, select the form automation template, choose the client creation method, select a form, and publish.

<Note>
  At least one form must be created for this automation to work.
</Note>

### Upload files and folders when a company/client is created

Click **Create a Workflow** and select the upload automation. Upload files and folders via the upload button or drag-and-drop method.

<Note>
  Empty folders can only be added using the drag-and-drop method.
</Note>

For default folder structures, set up locally first, then drag the top-level folder.

## Creating an automation by starting from scratch

1. Access **Automations** and click **Create a Workflow**.
2. Select **Start from Scratch**.
3. Choose a trigger from the sidebar.
4. Click the plus button to add an action.
5. Configure your desired action.
6. Publish the automation.

### Triggers and actions

**Available Triggers:**

* Client logs in for the first time (with creation method options)
* Client created
* Company created
* Form submitted (any or specific form)
* Contract signed (any or specific template)
* Client updated (by tags)
* Company updated (by tags)
* Invoice paid
* Task Completed
* Scheduled time (with recurring options)

**Available Actions:**

* Assign a contract
* Upload files and folders
* Assign a form
* Send a message (configurable recipient, sender, and message content with markdown support)
* Update client (add, replace, or remove tags)
* Update company (add, replace, or remove tags)
* Create a task (with assignee and visibility options)

## Updating an automation

### Edit an automation

Select the automation from the **Automations** list, click **Edit Workflow**, make changes, and save.

### Pause, resume, or delete an automation

Click the ellipses menu next to an automation to pause (status becomes **Paused**), resume (status becomes **Active**), or delete it.

## Viewing automation runs

Users can track automation run status and view detailed information including clients, companies, and resources used.

### View all automation runs

Navigate to **Automations > Runs** to see all runs across automations with option to view individual run details.

### Viewing runs for a specific automation

Select an automation and click **Workflow Runs** to view all runs for that specific automation.