How to set up your Bot in Automate.io?

Опубликовано: 07 Октябрь 2024
на канале: Automate.io
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In the next step, you’re going to set up your automation. Let me quickly explain how it works...

It works on a trigger - action model.

Let’s take a real-life example. When you turn ON a switch, the light bulb glows.

Here, turning the switch ON is the “trigger”.

And the light turning ON is the “action”.

Your Automation works similarly. You just need to define what YOUR trigger and Action are.

Here is a simple use case. Let's say you have a website.

And it has a “contact us” form.

Whenever someone fills the form, you want to send an email automatically.

Now let’s see how to set this up.

First, let's set up the Trigger. Say it's a Google Form you have on your website. Select THAT as the Trigger App.

“Form Submission” is what starts the automation - so let’s select that as the Trigger Event. And now, select the specific form. You are now done with the Trigger part.

Time to set up your Action app. Which, in this case, is - Gmail.

And the Action to be performed is - “Send an email”

NOW, what should the email be? And who should it go to?

For that, you can use the data coming from the form, available here in the “Output fields”.

Use this Email field to send the email to the address filled in the Form.

And, here in this box, create your email message.

You can even use the Name from the Form by either dragging and dropping or by selecting from the dropdown.

There you go! Your Automation is now ready - We call this a BOT. From now on, every time the form is filled, your Bot will send an email to that person.

Go ahead and set up your Bot.