# Simple Automations in Robylon: Trigger-Based Actions

Understand what simple automations do, how they differ from workflows, and whether you can go live with simple automations alone.

> Source: https://www.robylon.ai/docs/simple-automations
> Section: Automation

A simple automation is a rule of the form "when this happens, do these steps". For example: when a customer has been silent for 5 minutes, send a reminder, then close the chat. Simple automations take repetitive clicks off your team, reply to customers faster, and keep your inbox tidy.

Open them from **Settings → Workflows & AI Agents → Simple Automations**.

## Can I go live with simple automations only, without a workflow?

Partly. Simple automations run on their own for events such as a status change, a new ticket, or a silent customer in a chat handled by your team. But they only send fixed messages and take fixed actions. They cannot understand a customer's question or hold a conversation.

To answer customers in the chatbot, you need an AI agent or a workflow as well. A typical setup is:

* An [AI agent](https://www.robylon.ai/docs/ai-agents/custom-ai-agents) or [workflow](https://www.robylon.ai/docs/product/product) that talks to the customer.
* Simple automations around it for housekeeping: reminders, closing inactive chats, tagging and routing tickets.

Some simple automation triggers also depend on a workflow or AI agent running, so they never fire without one:

| Trigger | Needs a workflow or AI agent? |
| --- | --- |
| **When there is a technical glitch in the chat** | Yes. It fires when the main workflow fails. |
| **When the AI limit is exhausted in a conversation** | Yes. It fires during an AI agent conversation. |
| **When a customer has been unresponsive**, for chats handled by the bot | Yes. It fires while a workflow or AI agent is waiting for the customer's reply. |
| **When a customer has been unresponsive**, for chats handled by human agents | No |
| **When a human agent changes the chat status** | No |
| **When an agent has been unresponsive** | No |
| **When a customer replies to a message** | No |
| **When a ticket is created**, and other email and ticket triggers | No |

Customers' first messages always go to your workflow, not to a simple automation. There is no simple automation that greets a customer or replies to their first message on its own.

## How are simple automations different from workflows?

A simple automation is one trigger followed by a short, straight list of steps. A workflow is a full conversation flow that can branch, ask questions, call AI and wait for answers.

| | Simple automation | Workflow |
| --- | --- | --- |
| Shape | One trigger, then steps in order | Many steps with branches and loops |
| Talks to customers | Sends fixed messages | Holds a conversation, asks questions, uses AI |
| Conditions | Trigger properties and conditions (up to 2 groups) | Logic steps anywhere in the flow |
| Best for | Reminders, closing chats, tagging and routing | Resolving a customer's request end to end |
| Built in | **Settings → Workflows & AI Agents → Simple Automations** | **Settings → Workflows & AI Agents → Workflows** |

A simple automation runs as its own separate run, alongside any workflow on the same conversation. Its runs are counted in the **Runs** column of the Simple Automations list.

## What can a simple automation do?

Each automation belongs to one channel group, and each group has its own triggers and steps.

| Group | Channels | Example triggers | Example steps |
| --- | --- | --- | --- |
| **Chat** | Chatbot (Robylon Chat), WhatsApp, Facebook, Instagram, Slack | Customer unresponsive, status changed | Send a message, snooze, hand over, change status, send an email, call an API |
| **Email / Tickets** | Email, Zendesk and other helpdesks | Ticket created, ticket updated, time conditions, CSAT response received | Add tag, change status, assign, send response, merge, mark as spam |
| **Reviews** | Google Play Store, Google My Business and App Store, once connected | A human agent changes the chat status, customer unresponsive, technical glitch in the chat | The same steps as Chat |

The full list of triggers and steps is in [Create a simple automation](https://www.robylon.ai/docs/simple-automations/create).

## What are some common simple automations?

* Close a chat after the customer goes quiet, after first sending a reminder.
* Tell the customer when their conversation is marked as resolved.
* Hand the chat to your team when the AI limit is reached.
* Tag billing emails and set them to pending.
* Mark promotional emails as spam.

See [Simple automation examples](https://www.robylon.ai/docs/simple-automations/examples) for step-by-step setups.

## What do the statuses mean?

| Status | Meaning |
| --- | --- |
| **Draft** | Saved but not running. New automations start as drafts. |
| **Live** | Published and running. |
| **Paused** | Unpublished. It stops running until you publish it again. |

If you edit a live automation, publish it again for the changes to take effect.

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