Overview
Take automatic actions based on custom rules.
Creating automations
Go to the automation page in your Canny settings and click "Create Rule"
The Title is just a label for this particular automation.
The Conditions are what will trigger the outcome. You can have more than one.
Custom Fields can also be used as conditions
The Outcomes are the actions that will be automatically taken on posts that match the above conditions.
Triggers
Automations can be triggered by events like a post being created, an insight being created, an idea's status changing, or an internal comment being created.
Triggers support idea filters, so you can scope a rule to just the feedback you care about — for example, when an insight is created, only fire the rule if the idea is in a specific group or matches other idea fields.
Automate things like:
Setting a post status
Applying a tag
Automatically adding a post to a roadmap
Sending a message to Slack (see Send to Slack below)
Sending an email (see Send email below)
Send to Slack
Automations can send a message to Slack as an outcome, to either a public channel or a direct message. Use it to route matching feedback to the right team or ping the right person when a rule fires. Send to Slack is available on every trigger.
Add Send to Slack as the outcome on a rule, choose a channel or user as the destination, and customize the message that gets sent.
Send email
Automations can send an email as an outcome. Use it to keep stakeholders in the loop — notify a specific team when feedback gets a certain tag, or send a recap when something ships.
Add Send email as the outcome on a rule, then set the recipients, subject, and body. The email is sent whenever the rule's conditions are met.
The Send email outcome is available on the Business plan.
Editing automations
Click the three-dot menu to update any rule.
Pausing automations
You'll see a toggle to show which automations are enabled. The toggle has to be ON for the automation rule to be in effect
