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Automations

Automations run actions for you when something happens in your Space — no manual follow-up required. Each automation is a simple when this happens, do that rule. Set them up in Space Settings → Automations.

[!NOTE] Automations require a Studio plan. See Billing for plan details.

How a Rule Works

Every automation has three parts:

  1. Trigger — the event that starts the rule.
  2. Conditions (optional) — filters that decide whether the rule should run (e.g., only when the stage changes to “In Review”).
  3. Actions — one or more things Cuevue does in response.

You can enable or disable any rule, and the Activity panel shows a history of recent runs so you can confirm a rule fired as expected.

Triggers

A rule can start from any of these events:

  • A project’s stage, assignee, priority, or due date changes
  • A project is created or archived
  • A comment is added
  • A version is created
  • A review link is created
  • a tag is added or removed
  • a member is added to the Space

Actions

In response, a rule can:

  • Change a project: set stage, priority, due date, assignees, or tags; archive it
  • Create things: post a comment, create a review link, or create subtasks from a preset
  • Notify people: notify a user in-app or send an email
  • Reach other tools: post to Slack or call a webhook

[!TIP] Start from a recipe — Cuevue includes ready-made rule templates for common workflows so you can adjust one instead of building from scratch.

Slack & Webhooks

The post to Slack and webhook actions let automations reach outside Cuevue. Add the Slack incoming-webhook URL (or your endpoint URL) in the automation’s Secrets manager so the credential is stored securely rather than in the rule itself.

Examples

  • When a project moves to “In Review,” notify the producer and create a review link.
  • When a comment is added to a published version, post a message to your team’s Slack channel.
  • When a project is created, set a default due date and assign your editor.
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