# Automations in Suptask

### Overview

By automating parts of your ticketing process, you can achieve an optimized workflow and higher efficiency as you work through your tickets.&#x20;

The Automation feature in Suptask allow you to set up trigger rules and actions towards your tickets.&#x20;

**For example:**

* When a ticket is created in Inbox X, assign it to the agent with the least amount of tickets assigned currently.
* When a ticket is created in Inbox Y, set the status of the ticket to In Progress automatically.&#x20;
* When a ticket is created with Form A in Inbox X, assign it to Agent Z.&#x20;
* When an update is happening on a ticket, send it to a Webhook url.

<figure><img src="/files/WyjXKLlMdPP1RFEk3faQ" alt="" width="375"><figcaption></figcaption></figure>

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### How to access Automations

You can find [Automations](https://app.suptask.com/automations) from the main menu in the Suptask Web App.

{% hint style="info" %}
Automations is available within the Custom plan and legacy plans.
{% endhint %}

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### Automation Actions&#x20;

The automation rules are dynamic, allowing you to customize automation to your need.&#x20;

There are a set of built-in rules, and also the possibility to build-out automation based on custom rules which can be added per request.&#x20;

Each of these rules can be configured on the **Inbox** and/or on a specific **Form**.&#x20;

#### Status

Set a specific status of the ticket when it is created.&#x20;

Example:

> When a ticket is created for the form New Laptop in the IT Inbox, set the status to Being Reviewed.

#### Priority

Set a specific priority of the ticket when it is created.

Example:&#x20;

> When a ticket is created for the form New Laptop in the IT Inbox, set the priority to Critical.

#### Assignee

Assign a user to a ticket when it is created.

Suptask can automate the assignment of users with the following methods:&#x20;

* Round-robin&#x20;
* Random&#x20;
* Least amount of tickets&#x20;
* Fixed Agent&#x20;

There are a set of options available to further customize the assignment:&#x20;

* Online only - Only assign the ticket to Agents who have their status set to **online** in Slack.&#x20;
* Exclusion - Exclude specific Agents from being included in the assignment

Example:&#x20;

> Assign the Agent with the least amount of tickets currently assigned, where the Agent need to be Online to be assigned.&#x20;

{% hint style="success" %}
[On-call / on-duty rotation schedules](/integrations-automations-and-workflows/on-call-rotation.md) can be enabled using one of our integrations&#x20;
{% endhint %}

#### Automatic reply

Automatically send a reply to the Requester or the Agents

Example:&#x20;

> Send additional instructions to the Requester after the ticket has been created

#### Webhook

Trigger a Webhook request to a URL of your choice, enabling you to integrate with other systems such as Slack Workflows.&#x20;

#### Approvals

Trigger an approval request to defined users, allowing you to either do a approval sequence with users in a specific order, or a flexible approval where anyone can approve.

* **Sequence approvals**: Trigger approvals with a specific sequence of users&#x20;
* **Flexible approvals**: Anyone of the users can approve

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### Conditions

Automations can optionally contain conditions to further scope what tickets to target. You can use conditions across several ticket properties, to verify that certain values are met.

<figure><img src="/files/WVARJmw0qn7Jzt5XybFd" alt="" width="375"><figcaption></figcaption></figure>

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### How to tag a Slack App or User in a Message?&#x20;

You can tag App's and Users in messages from Suptask in order to notify these users with Slack's built in notifications.&#x20;

1. [Locate the Member ID](/getting-started/faq.md#how-to-locate-the-member-id-of-a-slack-user-or-app) which you want to tag
2. In the message you want to send, add the member ID formatted as the following ***<@U43232123>***\
   where *U43232123* is the Member ID. &#x20;

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### Custom Rules&#x20;

We are constantly building out Automations and have several new rules coming out.

If you have ideas or specific requirements, [let us know your feedback.](/getting-started/contact-support.md)


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