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How do I create an Automation from a message in my Inbox?
How do I create an Automation from a message in my Inbox?

As an admin, learn how to manually enroll a user into your Automation from a message in Inbox

Kelly Yoon avatar
Written by Kelly Yoon
Updated over a week ago

This is an Inbox+ feature, which is currently in Open Beta. Please note that this feature is in active development and functionality or specific directions outlined in this FAQ may change.

To trigger an automation from a message in Inbox+:

  1. Navigate to the Inbox section

  2. Navigate to the message you want to use as a trigger for your Automation

  3. Hover over the message and click the Lightning icon

  4. Select the automation you want to trigger

  5. Click Enroll now to enroll the user into the Automation

Note: You can only trigger manual Automations from a message in your Inbox. Automated or scheduled workflows cannot be triggered this way.

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