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Automation rules run actions when an event matches their trigger and optional conditions. Open Settings → Automations to create and manage rules. You must be an organization owner or admin to access automation settings.

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Create your first rule

Choose Guide me through my first rule when no rules exist, or Guided setup from the rules page.
1

Choose a trigger

Name the rule and select the event that should start it.
2

Add conditions

Narrow which matching events qualify. You can continue without conditions when every event should qualify.
3

Add actions

Choose at least one action for Atoll to perform when the rule matches.
4

Review and create

Review the trigger, conditions, and actions. Guided setup always creates the rule disabled, so saving it cannot start live automation.
5

Run a dry run

Test the exact newly created rule. A dry run evaluates the rule without enabling it. If you edit the rule afterward, run a new dry run because the earlier result no longer applies.
6

Enable explicitly

Select Enable rule only after a successful dry run. The rule remains disabled if enabling fails, and you can retry from the same rule card.
Finish later ends the guided continuation but leaves the saved rule disabled. It does not publish or enable the automation.

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Recover from an interrupted setup

  • If Atoll returns a definite creation error, correct the error and retry.
  • If the create request loses its response or Atoll cannot read a successful response, do not resubmit it. The rule may already exist; reload the page and inspect the rules list before creating another rule. This avoids duplicates.
  • If the new rule card cannot be found after refresh, reload the page. No rule is enabled automatically.
  • If a dry run fails or returns an invalid result, retry it. Enablement stays unavailable until the exact current rule has a successful result.
  • If enablement fails, the rule remains disabled.
You can also choose New rule for the standard builder. That path preserves the existing rule behavior and does not add the guided disabled-create and dry-run continuation.