# Automations

Automations is Zero's workflow builder to automate various GTM processes. You can create custom workflows by defining triggers and chaining actions together to eliminate repetitive tasks.

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

## How to create an Automation in Zero:

{% stepper %}
{% step %}

### Set Automation Trigger

Available triggers:

* Demo request form submitted (webhook request received)
* New record (company, contact, deal) added to workspace
* Record edited
* Record moved
* Based on a schedule
  {% endstep %}

{% step %}

### Set Actions

Available actions:

* Record actions: add, edit, remove records (company, contact or deal)
* List actions: Add or remove from list
* Run AI task: ask LLM to analyze some data as part of the workflow and pass the result to the next action(s)
* Post to Slack
* Send email: internal email notification or send email from connected mailbox
* Add a task
* Send to external systems: currently supported integrations: [Loops](https://loops.so/), [Resend](https://resend.com/) and [Apollo](https://apollo.io/)
* Webhook: send a webhook to any API: your app, PostHog, n8n, Zapier, your website (e.g. to provide a meeting booking link to a qualified inbound lead) etc.
* Round Robin: e.g. route incoming leads to selected users in your workspace in a sequential order
* Find records
* Wait
  {% endstep %}
  {% endstepper %}


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# Agent Instructions: Querying This Documentation

If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter:

```
GET https://docs.zero.inc/features/automations.md?ask=<question>
```

The question should be specific, self-contained, and written in natural language.
The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.