Managing Automations in INTOAEC

Creating automations is only the first step. Over time, you may need to edit, pause, or even delete them as your workflows evolve. INTOAEC gives you complete flexibility to manage automations with just a few clicks.

Here’s how you can stay in full control:

Editing an Automation

Sometimes, you don’t need to start from scratch — just tweak an existing automation.

1. Navigate to the Automation List Table.

2. Locate the automation you want to update.

3. Click on the three-dot menu (⋮) beside it.

4. Select Edit.

5. The Edit Automation page will open.

6. Update the fields as needed:

   • Event Name

   • Trigger

   • Actions

   • Follow-ups

   • Conditions

7. Once done, click the Save button.

Your automation will now be updated with the new rules — no need to rebuild!

Making an Automation Inactive

Need a break from a rule without deleting it? Mark it as Inactive. This keeps the automation safe in your list, but it won’t run until you reactivate it.

1. From the Automation List Table, click the three-dot menu beside the automation.

2. Select Make Inactive.

3. A confirmation popup will appear:
   “Are you sure you want to make this automation inactive?”

4. Enter the Reason for deactivation (e.g., “Seasonal campaign over” or “Testing new workflow”).

5. Click Yes.

The automation will now pause. You can always reactivate it later if needed.

Deleting an Automation

When an automation is no longer useful, you can remove it permanently.

1. In the Automation List Table, click the three-dot menu.

2. Select Delete.

3. A confirmation popup will appear:
   “Are you sure you want to delete this automation?”

4. Enter the Reason for deletion (e.g., “Outdated rule” or “Merged with another workflow”).

5. Click Yes.

Note: Once deleted, the automation is gone forever — so make sure you won’t need it again!