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Automations

Create automated actions to simplify your Canny workflow

Written by Canny

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.

  • The Outcomes are the actions that will be automatically taken on posts that match the above conditions.

Automate things like:


Send to Slack

Automations can send a message to Slack as an outcome, to either a channel or a direct message. Use it to route matching feedback to the right team or ping the right person when a post meets your conditions.

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.


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


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