Walkthrough · Beginner

Build your first automation

Notify the owner the moment a new lead arrives — without anyone remembering.
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Build your first automation — the real product, on its own artwork
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You will have

A running workflow that you can pause at any time.

6 min
  1. 1

    Open Automations

    Workspace → Automations lists your workflows and a set of templates.

    Open Automations — real screen of the product on a laptop
  2. 2

    Pick a template

    Choose “New lead → notify sales” and select Add.

    Pick a template — real screen of the product on a laptop
  3. 3

    Check trigger, condition and action

    The trigger is a lead being created; the action notifies the lead's owner. Add a condition if it should apply only to certain leads.

    Check trigger, condition and action — real screen of the product on a laptop
  4. 4

    Turn it on and test

    Create a test lead and watch the notification arrive. The run history shows what happened and why.

    Turn it on and test — real screen of the product on a laptop
  5. 5

    Add two more

    Add the invoice-paid email to finance and the leave-requested notification to HR.

    Tip · Keep a person in the loop for anything that moves money.
    Add two more — real screen of the product on a laptop

Go deeper

Build your first three automations

5 min read

Automation basics: Trigger, Condition, Action

6 min read

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FAQs

Questions, answered.

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

What is SelfRun AI?

SelfRun AI is a cloud platform that brings your sales, HR, finance, projects, procurement, training, documents, website and team communication into one system, with AI and workflow automation running through all of it.

Do I need to use every module?

No. Each plan includes a set of modules and you switch on only what you need during setup. You can turn modules on or off later from your workspace settings.

Is there a free plan?

Yes. The Free plan is free forever for one person and includes every panel and every feature — no card needed. Paid plans add more people and bigger storage, AI, email and voice allowances.

How long does setup take?

A guided setup takes a few minutes: company details, departments, team invitations and the modules you want. Importing existing leads, clients or employees from CSV is built in.

Can I use my own domain for my website?

Yes. Plans that include a custom domain let you connect your own domain with automatic SSL. Every workspace also gets its own address on our domain from the start.

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