Set up an automation
Create an automation, pick a view scope, define actions and schedule, and monitor runs.
This guide walks you through creating an automation that runs on a schedule, applies actions to a set of products, and can be monitored over time.
Prepare a view for the scope
Automations target a saved view from the Demand or Planning module. If you don't already have a suitable view, create one first — see Set up and manage views.
The view's filters determine which products the automation will process. For example, a view filtering for "Overstock" products means the automation will only act on products currently flagged as overstock.
Create the automation
Go to the Automations module and click Create one automation. Fill in:
Name — A descriptive name (e.g. "Weekly overstock buffer adjustment").
Scope — Select the saved view you prepared in the previous step.
Schedule — Configure when the automation runs:
Repeat — Frequency (e.g. every week).
On — Days of the week.
At — Time of day.
Ends — Optional end date.
Action — Define what the automation does. Use + Add action to add one or more actions (e.g. set a buffer policy, apply a tag, trigger an alert).
Click Create & Activate to save and immediately enable the automation.
Verify the first run
After the first scheduled run (or trigger one manually using the Run manually button):
Open the automation's detail panel.
Switch to the Runs tab.
Check the run status — it should show Successfully with the number of products processed.
If the run shows an error, review the automation's scope and action configuration.
Monitor ongoing runs
The automation list shows the Last run / Next run dates and total Runs count for each automation. Use the Runs tab in the detail panel to review the history of all past executions.
Start with a narrow view scope and simple action to test the automation, then broaden it once you are confident it works as expected.
Related pages
Views and filtering — How views work and their role as automation scope.
Set up and manage views — Create the view you need for the automation scope.
Automations — Full reference for the Automations module.
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