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Automations
Beta function: Automations is currently in the testing stage, and functionality will continue to be improved.

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What are Automations?

Automations is a set of automated rule systems consisting of triggers and actions:
TriggerUnder what circumstances automation starts:
  • Receiving emails
  • File uploads
  • Scheduled tasks
  • Webhook events
ActionWhat operations are automatically performed after triggering:
  • Generating reports
  • Sending notifications
  • Processing data
  • Updating databases

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How to Create an Automation

1

Open Automations

Click “Automations” in the sidebar
2

Create New Automation

Click the “Create Automation” button
3

Select Trigger Condition

Choose what event will start the automation
4

Define Execution Action

Specify what should happen when triggered
5

Save and Activate

Save and activate your automation rules

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Practical Cases

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Case 1: Automatic Email Classification and Archiving

Trigger

New email received

Actions

Analyze email content → Extract key information → File to corresponding folder → Generate summary

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Case 2: Daily Data Report

Trigger

Every morning at 9:00 AM

Actions

Grab data source → Generate visual chart → Write analysis report → Send to designated email

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Case 3: Automatic File Processing

Trigger

Upload new files to uploads folder

Actions

Identify file type → Perform corresponding processing (image compression, PDF extraction, video transcoding, etc.) → Save to outputs

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Detailed Example: Daily News Selection

Setup time: 2 minutes | Follow-up: Runs automatically every dayPain point: I open 10 websites every day to read news. There is too much information to read, and valuable content is drowned.

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Automation Configuration

Help me set up an automation task:

Name: Daily News Digest

Trigger: Every day at 8:00 AM

Execution flow:
1. Fetch trending news in these areas:
   - AI and technology
   - Startups and business
   - Product and design

2. Smart filtering:
   - Exclude entertainment gossip
   - Exclude clickbait and ads
   - Keep only in-depth content

3. Summarize each news item with AI (50-word key takeaway)

4. Sort by importance (major industry events first)

5. Generate a well-designed HTML daily brief

6. Send it to my email

Help me quickly stay updated on industry trends during my commute every day!
After the setup is completed, Happycapy will automatically execute at 8 AM every day. You only need to open the email on your phone and you can read the important information of the day in 5 minutes!

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More Automation Ideas

Trigger: Upload meeting recording or transcriptActions:
  • Transcribe audio (if needed)
  • Extract key discussion points
  • Identify action items and owners
  • Create task tracking list
  • Send summary to attendees
Trigger: New customer inquiry receivedActions:
  • Analyze inquiry type and urgency
  • Route to appropriate team member
  • Extract customer information
  • Create tracking ticket
  • Send acknowledgment to customer
Trigger: Every Friday at 5:00 PMActions:
  • Collect data from multiple sources
  • Generate charts and visualizations
  • Calculate key metrics
  • Create HTML dashboard
  • Email to stakeholders
Trigger: Upload content brief documentActions:
  • Generate copy variations
  • Create images with AI
  • Optimize for different platforms
  • Schedule posts
  • Generate preview links

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Trigger Types

Automations supports various trigger types:

Schedule

Run at specific times or intervals (daily, weekly, monthly)

File Events

Triggered when files are uploaded or modified

Email

Triggered when emails are received (specific sender, subject, etc.)

Webhooks

Triggered by external services via HTTP requests

Manual

Run on demand with a button click

Chain

Triggered when another automation completes

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Action Types

Actions define what happens when an automation is triggered:

Data Processing

Transform, filter, aggregate data

File Operations

Create, move, rename, compress files

Notifications

Send emails, SMS, or push notifications

AI Processing

Summarize, translate, analyze content

API Calls

Interact with external services

Generate Content

Create documents, images, videos

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Best Practices

Start Simple

Begin with simple automations and gradually add complexity

Test Thoroughly

Test automations with sample data before activating

Monitor Performance

Check automation logs regularly to ensure they’re working correctly

Error Handling

Configure fallback actions for when things go wrong

Document Workflows

Keep notes on what each automation does and why

Review Regularly

Periodically review and optimize your automations

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Tips for Success

Natural language works: You don’t need to know technical details. Just describe what you want to happen in plain language, and Happycapy will configure the automation for you.
Iterate and improve: Start with a basic automation and refine it over time based on results. You can always edit and enhance existing automations.
Be mindful of frequency: Automations that run too frequently (e.g., every minute) can consume significant resources. Choose appropriate intervals for scheduled automations.

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Troubleshooting

  • Check that the automation is activated (toggle switch is on)
  • Verify the trigger conditions are correct
  • Review automation logs for errors
  • Check that required permissions are granted
  • Check automation logs for error messages
  • Verify API keys and credentials are valid
  • Ensure required files or data are available
  • Test the action manually to isolate the issue
  • Simplify complex processing steps
  • Consider splitting into multiple automations
  • Reduce the amount of data being processed
  • Use more efficient file formats

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Next Steps

Create Your First Automation

Start automating repetitive tasks and boost your productivity