Building your first automation takes under five minutes. Here is a walk-through with a concrete example.
The example: Notify Slack when a Podio record is marked Complete
Step 1: Tell AVA what you want
"When a record in our Client Projects app in Podio is marked Complete, send a message to our #project-updates Slack channel."
Step 2: AVA builds the flow
AVA will show you what she is building:
"I'll create a flow with: Trigger: Podio item updated — status changes to 'Complete' Platform: Client Projects app Action: Post to Slack channel #project-updates Message: '[Record name] has been marked Complete in Podio.'
>
Does this look right?"
Step 3: Refine if needed
"Add the record owner's name to the Slack message."
AVA will update the action to include the field.
Step 4: Test it
"Test this flow."
AVA runs the flow with a sample record. She shows you the Slack message that would be sent. Review it. Tell her if anything needs to change.
Step 5: Activate
"Activate this flow."
The automation is live. The next time a Podio record is marked Complete, the Slack message fires automatically.
Related: How Automations Work · How to Test an Automation Before Activating It