Automations

What This Does

Build repeatable workflows that run on a trigger, execute approved actions and keep a durable history.

Why It Matters

This capability helps turn working information into a clearer, reusable professional outcome instead of leaving the result as isolated chat or disconnected files.

How to Use It

1. Open the relevant EraNorth area.
2. Start with the business outcome you need.
3. Add only the authorised project, document, data or organisation context required.
4. Review the result, sources and permissions before saving, sharing or taking action.

Try It

Open Automations and use it on a real low-risk piece of work. Keep the first exercise small enough to review end-to-end.

Example

Create a weekly project review that prepares an executive summary every Monday.

Tips

• If your account is on Core/Free, you can still learn the workflow here; the live capability may require EraNorth Professional.
• Keep important claims tied to authorised evidence and review high-impact decisions before acting.

Next

Return to the Academy path that contains Automations or search for the next capability in your workflow.