Automate everything.

Set up powerful automations that runwhen events happen or on a schedule.

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Status Change
Due Date
Assignee
Tag Added
Field Change
Scheduled
AUTOMATIONENGINE
Send Email
Add Tag
Move Record
Assign User
Notification
Webhook

Automations that scale with you

Work less, achieve more. Let automations handle the repetitive work.

Always working

Your automations run 24/7 so you don't have to.

Smart notifications

Right person, right time, every time. Automatically.

Scale without chaos

Eliminate manual work and handle 10x the volume with the same team.

Try it yourself

Create an automation right here. This is the real interface you'll use in Blue.

Automations

No automations yet

Automations help you save time by automatically performing actions when certain events occur.

Automations for every workflow

No matter your industry, Blue automates the repetitive so you can focus on what matters.

Auto-escalate overdue tasks, route work to the right people, and keep stakeholders informed.
Overdue escalator

Notify managers when tasks go overdue and add an urgent tag.

Operations
Auto-assign next step

When a task completes, automatically assign the follow-up to the next person.

Operations
22

Triggers

Start automations from record events, field changes, or on a schedule.

23

Actions

Update records, send emails, generate PDFs, call webhooks, and more.

∞

Combinations

Chain multiple actions together. One trigger, unlimited possibilities.

More than just if-then

Blue automations go beyond simple triggers. Schedule recurring jobs, generate documents, and connect to external systems.

Scheduled automations

Run daily, weekly, monthly, or with custom cron expressions.

PDF generation

Create documents from templates with record data automatically filled in.

Webhooks & integrations

Call external APIs to connect Blue with the rest of your stack.

Email notifications

Send customized emails with dynamic content from your records.

Example: Weekly Report
Every Monday at 9:00 AM
Scheduled trigger
Generate PDF summary
From "Status Report" template
Email to stakeholders
With PDF attached

What you can build

Here are some of the most common automations our users create.

Overdue task escalation

Notify managers and tag tasks when they pass their due date.

Due date expires 2 actions

Client onboarding checklist

Auto-create a welcome checklist when new clients are added.

Record created 3 actions

Approval workflow

Route items through review stages based on status changes.

Custom field changed 2 actions

Weekly overdue sweep

Mark all overdue items as high priority and email the manager.

Scheduled (weekly) 2 actions

Assignment notification

Email team members when they're assigned to a task.

Assignee added 1 action

Completion cleanup

Archive completed items and notify stakeholders.

Record completed 3 actions

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