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

# Automations

> Create conditional workflows for shipment and delivery events.

Automations let you run repetitive actions without manual intervention.

## Automation overview

Use automation rules for tasks like:

* Retrying failed notifications
* Assigning actions based on delivery attempts
* Triggering escalation for NDR cases

<Frame>
  <img src="https://mintcdn.com/gratero/ocr-4UD3nockbZwc/screenshot/automation.jpg?fit=max&auto=format&n=ocr-4UD3nockbZwc&q=85&s=82c2beb756eee0d3e3f1c8f73f24b132" alt="Automation module overview." style={{ borderRadius: "0.5rem" }} width="1920" height="910" data-path="screenshot/automation.jpg" />
</Frame>

## Build your first automation

<Frame>
  <img src="https://mintcdn.com/gratero/ocr-4UD3nockbZwc/screenshot/automation-basic.jpg?fit=max&auto=format&n=ocr-4UD3nockbZwc&q=85&s=3345ff6af86a5284ec57fdca9e294705" alt="Basic automation setup screen." style={{ borderRadius: "0.5rem" }} width="1920" height="910" data-path="screenshot/automation-basic.jpg" />
</Frame>

1. Define a clear goal for the rule.
2. Select an event trigger.
3. Add conditions to filter relevant orders.
4. Add one or more actions.
5. Run test automation before publishing.

## Condition builder

Conditions help you target only the orders that need intervention.

<Frame>
  <img src="https://mintcdn.com/gratero/ocr-4UD3nockbZwc/screenshot/automation-conditions.jpg?fit=max&auto=format&n=ocr-4UD3nockbZwc&q=85&s=456cd51d0857b847306df059c78db68a" alt="Automation conditions builder." style={{ borderRadius: "0.5rem" }} width="1920" height="910" data-path="screenshot/automation-conditions.jpg" />
</Frame>

## Action builder

Actions define what Gratero should do when rule criteria are met.

<Frame>
  <img src="https://mintcdn.com/gratero/ocr-4UD3nockbZwc/screenshot/automation-action.jpg?fit=max&auto=format&n=ocr-4UD3nockbZwc&q=85&s=a5ec12e55fa88014b9f45df2c78be075" alt="Automation actions setup." style={{ borderRadius: "0.5rem" }} width="1920" height="910" data-path="screenshot/automation-action.jpg" />
</Frame>

## Test before publish

Always run a test pass using representative orders.

<Frame>
  <img src="https://mintcdn.com/gratero/ocr-4UD3nockbZwc/screenshot/test-automation.jpg?fit=max&auto=format&n=ocr-4UD3nockbZwc&q=85&s=e783d2d83426dfe8c90912c8834615cd" alt="Test automation run result." style={{ borderRadius: "0.5rem" }} width="1920" height="911" data-path="screenshot/test-automation.jpg" />
</Frame>

<Warning>
  Do not enable overlapping automations for the same trigger without clear precedence rules.
</Warning>
