Automations Dashboard UI Guide

Location

Navigate to Dashboard → Automations

Main Sections

Automation list, create button, filter tabs, search, and quick actions

List Columns

• • Status Badge: Shows ACTIVE (green) or PAUSED (gray) status
• • Name: Display name of the automation
• • Trigger Type: member_join, message_create, reaction, scheduled, webhook, etc.
• • Actions: Number of actions in the automation (e.g., "3 actions")
• • Last Triggered: When this automation last executed (e.g., "2 hours ago")
• • Executions: Total number of times this automation has run
• • Quick Actions: Edit, test, enable/disable, delete buttons

Status Toggle

Click the status badge to toggle between ACTIVE and PAUSED states:

• • ACTIVE (Green): Automation is enabled and will execute on triggers
• • PAUSED (Gray): Automation is disabled and will not trigger

Filtering & Sorting

• • Filter by status: ACTIVE, PAUSED, ALL
• • Filter by trigger type: Member Join, Message, Reaction, etc.
• • Sort by: Name, Last Triggered, Executions, Created Date
• • Search by automation name or description

Step 1: Basic Information

• • Name: Display name (e.g., "Welcome New Members")
• • Description: What does this automation do? (optional but recommended)
• • Priority: Low, Normal, or High (affects execution order when multiple automations trigger)

Step 2: Choose Trigger

Select the event that triggers this automation:

Step 3: Configure Trigger

Set up the trigger-specific configuration:

• • For Message: Select channels to monitor, keywords to match, regex patterns
• • For Reaction: Choose emoji to watch, specific message or any message
• • For Scheduled: Enter cron expression and timezone
• • For Role Changed: Select role to watch, action type (granted/removed/both)

Step 4: Add Actions

Add what should happen when the trigger fires:

• • Click "Add Action" to add the first action
• • Choose action type from SearchableSelect dropdown
• • Configure the action (channel, message content, role, etc.)
• • Click "Add Another" to chain additional actions
• • Drag to reorder actions as needed
• • Click X to remove an action

Step 5: Set Conditions (Optional)

Add conditions to control when actions execute:

• • Click "Add Condition" button
• • Choose condition type (User Role, Channel, Content, Time, etc.)
• • Configure the condition
• • Multiple conditions use AND logic (all must be true)

Step 6: Review & Save

Review your automation summary:

• • Verify trigger configuration
• • Check action sequence
• • Confirm conditions
• • Click "Create Automation" to save

Send Message Action

• • Channel: SearchableSelect dropdown to choose target channel
• • Content: Text message (markdown supported)
• • Embed: Optional embed styling (title, description, color, fields)
• • Mention: Optional role/user mentions

Add/Remove Role Actions

• • User: Target user (triggering user or specific user)
• • Role: SearchableSelect to choose role
• • Notify User: Toggle to send DM to user

Send DM Action

• • User: Target user for DM
• • Message: DM content
• • Embed: Optional embed styling

Create Channel Action

• • Name: Channel name (supports dynamic variables)
• • Type: Text or Voice
• • Category: Optional parent category (SearchableSelect)
• • Topic: Channel description
• • Private: Toggle to make channel private

Call Webhook Action

• • URL: External webhook endpoint
• • Method: GET, POST, PUT, DELETE
• • Headers: Optional custom headers
• • Body: JSON payload (supports variables)

User Role Condition

Check if user has (or doesn't have) a specific role. Uses SearchableSelect to choose role.

Channel Condition

Restrict to specific channels. Uses SearchableSelect for multi-channel selection.

Content Condition

Match message keywords or regex patterns. Text input field for pattern entry.

Time Condition

Only trigger during specific hours or days. Time picker and day selector.

Multiple Conditions

Add multiple conditions with AND logic. All conditions must be true for automation to execute.

Starting a Test

• • Click the "Test" button in the automation row, or
• • Click "Test Automation" inside the edit panel
• • A modal opens asking for test parameters

Test Parameters

Depending on trigger type, you'll provide:

• • Member Join: Select a member to test with
• • Message: Select channel and choose/create test message
• • Reaction: Select message and emoji
• • Scheduled: No parameters (executes immediately)

Dry-Run Results

See step-by-step execution preview:

• • Green checkmarks for successful actions
• • Red X for errors or failed conditions
• • Message content preview (not actually sent)
• • Role changes preview (not actually applied)
• • Condition evaluation results

Editable Fields

Name, description, priority, trigger configuration, actions, conditions, rate limits

Non-editable Fields

Trigger type (delete and recreate if you need to change this)

Save & Revert

Click "Save Changes" to persist. Changes apply immediately if automation is active. Click "Revert" to discard unsaved changes.

Execution Log

View detailed execution history for each automation:

• • Timestamp of execution
• • What triggered the automation (user, message, etc.)
• • Actions executed and their status
• • Duration of execution
• • Any errors or warnings

Execution Stats

Summary statistics for the automation:

• • Total executions (lifetime)
• • Last execution time
• • Success rate (% of executions without errors)
• • Average execution time

On Error Options

Choose what happens if an action fails:

• • Stop: Stop execution and log the error
• • Continue: Skip failed action and continue with next
• • Retry: Retry the action (configurable retry count)

Retry Configuration

• • Max retries: 0-10 times
• • Retry delay: 1-60 seconds between attempts
• • Only applicable for webhook calls and external integrations

Error Notifications

Get alerted when automations fail:

• • Notify in log channel: Send error message to designated logging channel
• • Notify via DM: Send DM to automation creator
• • Disable automation on repeated failures: Auto-pause if too many errors

Per-Minute Limit

Maximum executions per minute (default 10). Prevents runaway automations from executing too frequently.

Per-User Cooldown

Minimum time between executions for the same user. Example: "Once per user per hour" prevents spamming the same user.

Max Concurrent

Maximum automations executing simultaneously (default 5). Prevents resource exhaustion.

Enable/Disable Toggle

Green toggle = ACTIVE, Gray toggle = PAUSED. Click to toggle status.

Edit Button

Open the automation editor to modify settings.

Test Button

Run automation in dry-run mode with test parameters.

View Logs Button

Open detailed execution history and debug logs.

Delete Button

Delete the automation permanently. Requires confirmation.

SearchableSelect Dropdowns

All dropdowns (channels, roles, users) feature searchable select fields. Type to filter options, click to select.

Green Buttons

All primary action buttons (Create, Save, Test) are green with black text for high visibility.

Status Badges

ACTIVE (green), PAUSED (gray), ERROR (red) status indicators throughout the interface.

Toggle Switches

Used for true/false options like "Private Channel", "Notify User", etc.