Product

Automations

Put repetitive work on autopilot

Build simple rules that move cards between columns, send notifications, assign tasks, and update fields automatically. Spend less time on process and more time on creative work.

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Free forever plan included. No credit card required.

  • If-this-then-that rules for board actions
  • Auto-assign tasks based on triggers
  • Send Slack, Discord, or email notifications
  • Chain multiple actions in one automation

Automate your process without code

Every team repeats the same small actions dozens of times a day. kloudboard automations let you describe those steps once as if-this-then-that rules — no scripting, no developer required — and then they happen on their own.

  • Visual rule builder, no code needed
  • Triggers from status, field, and date changes
  • Actions that run instantly and reliably

Route work to the right person automatically

When a card hits a stage, the right teammate should pick it up — without you assigning it by hand. Set rules that auto-assign tasks, move cards forward, and update fields so work flows through your pipeline on its own.

  • Auto-assign by stage or label
  • Auto-move cards between columns
  • Auto-update fields and due dates

Keep everyone notified

Automations can send a Slack or Discord message or an email when something important happens — a deliverable ships, an approval is needed, a deadline is near — so the team and your clients stay informed without anyone remembering to send the update.

Why creative teams choose Automations

Reclaim hours every week

Offloading repetitive process work frees your team to spend time on the creative output that actually matters.

Fewer dropped balls

Rules don't forget. Tasks get assigned, cards get moved, and notifications get sent every single time.

Consistent process

Automations enforce your workflow the same way on every project, so quality and handoffs stay reliable.

Built for creative teams

Creative agenciesProduction studiosMarketing teams

Frequently asked questions

Do I need to know how to code to build automations?

No. Automations use a visual if-this-then-that builder. You pick a trigger and the actions that follow — no scripting or developer required.

What can trigger an automation?

Triggers include card status changes, field updates, label changes, and dates — so you can automate around the events that matter in your workflow.

Can automations notify Slack or Discord?

Yes. An automation can send a Slack message, Discord message, or email when its trigger fires, keeping your team and clients informed automatically.

Can one automation do several things?

Yes. You can chain multiple actions in a single automation — for example, move a card, assign it, update a field, and send a notification all from one rule.

Ready to try Automations?

Bring automations into the all-in-one workspace built for creative teams.

Get started for free

Free forever plan included. No credit card required.