Automation & AI · 5 min read

Build your first three automations

Start from templates: new-lead alerts, invoice-paid emails and leave routing.

Build your first three automations — real screen of the product on a laptop

1Start from a template

Open Workspace → Automations. The “Start from a template” list holds ready-made workflows — new lead notifies sales, invoice paid emails finance, a completed task notifies project managers, a leave request notifies HR. Choose Add and adjust.

2Three to switch on first

New lead → notify the owner, so no enquiry waits
Invoice paid → email finance, so receipts and the ledger are never forgotten
Leave requested → notify HR or the manager, so approvals move

3Trigger, condition, action

Every workflow has a trigger (what happened), optional conditions (only when it matters) and actions (notify, email, call a signed webhook). Switch a workflow off without deleting it, and use the run history to see what happened and why.

4Stay in control

Use approvals and notifications rather than automatic changes wherever a person should decide — especially for money and customer messages.

Panel referenceWorkspace Step-by-step walkthroughCapture your first leads and run the pipeline

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Previous guideInvite your team and choose what each person can do Next guideCapture leads and run your pipeline

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FAQs

Questions, answered.

Still deciding? These are the things people ask before they start.

Will my team and clients see SelfRun's brand?

No. Your logo, name, colours, domain, emails and apps carry your company's identity. SelfRun stays in the background.

Can I have my own mobile and desktop apps?

Yes. The platform generates your installable app, Android and iOS apps and Windows, macOS and Linux desktop apps from your branding. For the stores you sign the Android and iOS projects with your own developer accounts.

Can I use more than one website theme?

Yes. The theme library lets you preview, activate and customise themes — colours, fonts and components — and switch whenever you like.

Do push notifications come from my company?

Yes. Push notifications reach your team and your website visitors in your name, on the devices where they have allowed them.

What can I ask the AI?

Anything about your business data in plain language — for example overdue invoices, leads by source, who is on leave or which projects are late. It answers with text, a table or a chart and shows how it calculated the answer.

All FAQs