Choose a trigger and add actions

Every automation is built from one trigger and one or more actions. The trigger decides when your workflow runs; the actions decide what it does. This guide shows you how to choose both.

Triggers: what starts your automation

A trigger is the event Renr watches for. When it happens, your workflow runs. Common triggers include:

1. When a new task is created — react the moment work lands in your planner.
2. When a task's status changes — for example, when something moves to Done.
3. On a schedule — run at a fixed time, such as every morning at 9am.
4. When a webhook is called — let another app start your workflow by calling a URL.

Browse the full list any time from the Learn tab in the editor.

Add a trigger

1. Open your workflow in the editor.
2. In the triggers section, choose the event you want to react to.
3. Fill in any options the trigger offers — for example, a schedule's time, or a specific status to watch for.

Actions: what your automation does

Actions are the steps that run, in order, from top to bottom once the trigger fires. Common actions include:

1. Send an email — message a customer or your team.
2. Create or update a task — keep your planner in sync automatically.
3. Generate text with AI — draft a reply or summary.
4. Call another app — send a request to an outside service.

Add an action

1. In the steps section, add a step and pick the action you want.
2. Give the step a short name so you can refer to it later.
3. Fill in its fields, then add more steps as needed.
4. Click Save.

Pass data between steps

Steps can reuse data from the trigger and from earlier steps using variables wrapped in ${ }:

1. ${trigger.task.title} — a value from the trigger, such as the task's title.
2. ${steps.stepName.field} — a value produced by an earlier step, by its name.

Note: Some actions need an API key to work. Store the key once in Credentials, then attach it to the step using the name@module.action format — see the guide on managing credentials.