How-toPeak Automations
How do I build an automation?
Write or say in one sentence what should happen automatically, for example “When a deal is won, create an onboarding task”. Peak shows what it understood as an if-then, asks only about what's still open, and checks connections, permissions and duplicate automations. Before turning it on, you test it: a test never runs anything externally.
- Open Peak Automations and describe what should happen.
- Answer the follow-up questions with one click.
- Tap “Test” and then “Turn on”.
Next step
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