Create automations that apply across the whole workspace

Hello!

I’d like to create several automations that will apply to all boards on my workspace. How can I do that?

Is the only way to manually create them on each board? I can use the template but this still takes time.

Any help is appreciated!

Thank you! :blush:

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Hi Emma,

Other than having boards with the automations already in place in your templates (either individual boards, or whole workplace templates), I don’t think there is a way to do this, even in workflows.

I’ve tried to do something similar where every new board I create auto assigns X number of people, but I couldn’t figure it out.
I would suggest creating your own templates with with these automations already plumbed in.

Matt

2 Likes

Hi there!

Have you tried using automation templates? You’ll need to set the columns each time, but the structure will always remain the same, and you can apply it to any board.

Another option would be using an API or third-party services like Zapier or Make. I haven’t tried it at that level myself, but beyond a certain limit, you’ll probably need a paid plan.

Best regards,

Hi Emma,

I have had this issue too. Automation wont carry across templates as they are assigned to users.

The only work around we have found is to create boards, add the automations and then put them in a folder called templates. We then have to create a duplicate of that board every time we start a new project. I know this doesn’t resolve your issue but there isn’t currently a fix for this.

Thanks

1 Like

Hi @emmaunicorn ,

I just saw this in workflows (it must be new). Depending on what you want to happen on that board, this might work for you?