Creating Your First Automation

This guide walks you through creating your first automation in Bizzy. By the end, you’ll have a working automation that responds to events with AI-powered actions. For background on how automations work and what they can do, see Automations Concepts.

Prerequisites

A Bizzy account with an active organization
At least one connected email account
User permissions to create automations

Step 1: Navigate to Automations

Click Automations in the sidebar navigation
View your existing automations (if any)
Click Create Automation or New Automation

Step 2: Name Your Automation

Give your automation a clear, descriptive name:

Good: “Support Email Auto-Acknowledgment”
Good: “New Lead Welcome Message”
Avoid: “Automation 1” or “Test”

The name helps you identify the automation later and understand its purpose at a glance.

Automation names must be unique within your organization and under 100 characters.

Step 3: Define the Trigger Event

Specify what event should trigger this automation:

Common Trigger Events

Event	When It Fires
New email received	An incoming email arrives in your inbox
Contact created	A new contact is added to your organization
Message sent	An outgoing email is sent

Enter a description of your trigger event. Be specific about when you want the automation to run. Example triggers:

“When a new email arrives from a domain ending in .edu”
“When a contact is created without a company name”
“When an email subject contains ‘urgent’ or ‘help’”

You can have several automations on the same trigger. When that event fires, every enabled automation matching it runs independently — so you can keep each one focused on a single job (for example, one to send an acknowledgment and another to tag the contact) instead of combining everything into one.

Step 4: Write Your Instructions

This is where you tell the AI what to do when the trigger fires. Write in natural language as if you were instructing a colleague. Be specific about the action, tone, and any conditions. Here’s an example for a support auto-reply:

When a support email arrives:
Send an acknowledgment reply
Thank them for contacting support
Mention we typically respond within 24 hours
If they mention "urgent", add that we'll prioritize their request
Keep the tone friendly and professional
Keep the reply under 100 words

Instructions have a 5,000 character limit. If you need more complex logic, consider splitting into multiple automations.

Step 5: Save and Enable

Once you’ve configured your automation:

Review your settings
Click Save or Create to save the automation
The automation is enabled by default and starts running immediately

Testing Your Automation

After creating your automation:

Trigger a test event - Send yourself an email or perform the trigger action
Check the results - Verify the automation performed as expected
Adjust if needed - Edit the instructions to refine the behavior

Managing Automations

Viewing Automations

All your automations are listed on the Automations page, showing:

Automation name
Trigger event
Status (enabled/disabled)
Last run time

Enabling/Disabling

Toggle an automation on or off:

Navigate to Automations
Find the automation
Click the enable/disable toggle

Disabled automations don’t run but retain their configuration.

Editing Automations

To modify an existing automation:

Click on the automation name
Update the fields as needed
Save your changes

Changes take effect immediately for enabled automations.

Deleting Automations

To remove an automation:

Open the automation
Click Delete
Confirm the deletion

Deleted automations cannot be recovered. Consider disabling instead if you might need it later.

Example: Complete Automation Walkthrough

Let’s create a complete automation for acknowledging support emails:

Configuration

Field	Value
Name	Support Email Auto-Acknowledgment
Trigger Event	New email received to [email protected]
Instructions	See below

Instructions

When a new email arrives at the support address:

1. Send an immediate acknowledgment reply
2. Include these elements:
   - Thank them for contacting our support team
   - Confirm we received their message
   - Set expectations: we respond within 24 hours (Mon-Fri)
   - For urgent issues, mention they can call our hotline

3. Tone guidelines:
   - Professional but warm
   - Empathetic if they describe a problem
   - Concise - keep under 100 words

4. Sign off with:
   - "Best regards"
   - "The Bizzy Support Team"

Expected Result

When someone emails [email protected], they’ll receive a reply like:

Thank you for contacting Bizzy Support! We’ve received your message and a member of our team will respond within 24 business hours. If your issue is urgent, you can reach our priority support line at 1-800-XXX-XXXX. Best regards, The Bizzy Support Team

Troubleshooting

Automation Not Triggering

Issue	Cause	Solution
No action taken	Automation disabled	Check and enable the automation
Wrong events	Trigger too specific	Broaden the trigger event description
Permission denied	Insufficient permissions	Contact your admin to check permissions

Unexpected Results

Issue	Cause	Solution
Wrong tone	Instructions unclear	Add explicit tone guidelines
Missing information	Context not provided	Add context to instructions
Too verbose	No length guidance	Add word or sentence limits

Overview

Purchases

Help

Agent resources

Prerequisites

Step 1: Navigate to Automations

Step 2: Name Your Automation

Step 3: Define the Trigger Event

Common Trigger Events

Step 4: Write Your Instructions

Step 5: Save and Enable

Testing Your Automation

Managing Automations

Viewing Automations

Enabling/Disabling

Editing Automations

Deleting Automations

Example: Complete Automation Walkthrough

Configuration

Instructions

Expected Result

Troubleshooting

Automation Not Triggering

Unexpected Results

Next Steps

Email Overview

Managing Contacts

​Prerequisites

​Step 1: Navigate to Automations

​Step 2: Name Your Automation

​Step 3: Define the Trigger Event

​Common Trigger Events

​Step 4: Write Your Instructions

​Step 5: Save and Enable

​Testing Your Automation

​Managing Automations

​Viewing Automations

​Enabling/Disabling

​Editing Automations

​Deleting Automations

​Example: Complete Automation Walkthrough

​Configuration

​Instructions

​Expected Result

​Troubleshooting

​Automation Not Triggering

​Unexpected Results

​Next Steps

Email Overview

Managing Contacts

Prerequisites

Step 1: Navigate to Automations

Step 2: Name Your Automation

Step 3: Define the Trigger Event

Common Trigger Events

Step 4: Write Your Instructions

Step 5: Save and Enable

Testing Your Automation

Managing Automations

Viewing Automations

Enabling/Disabling

Editing Automations

Deleting Automations

Example: Complete Automation Walkthrough

Configuration

Instructions

Expected Result

Troubleshooting

Automation Not Triggering

Unexpected Results

Next Steps