How to create, test, and publish a visual automation
Build a flow with a trigger and steps (AI, message, CRM, condition, wait), test it, publish it, and track every run.
1 min readBasicUpdated on November 12, 2026
Where to find it in Cognizy
Video lesson coming soon. For now, follow the steps below.
A visual automation starts with a trigger (new contact, stage change, message, time of day…) and continues through steps linked on the board: call the AI, send a message, update the CRM, decide based on a condition, wait. It only runs after being published.
Where to find it in Cognizy
Before you start
- Only the owner and admins can create automations.
Step by step
- Step 1:
Open and click New automation.
- Step 2:
Give it a Name and a Description and choose the Trigger: what starts the automation, like New contact. Click Create.
- Step 3:
The builder opens with the trigger. Click Add next step and choose the action: AI, Message, CRM, Condition, Wait and others.
- Step 4:
The step appears linked to the trigger. Click it to configure it in the right panel (here, how long to Wait) and click Save.
- Step 5:
With the flow ready, click Test to run it with sample data and see the result of each step. Then, Save saves the draft and Publish turns the automation on.
- Step 6:
After publishing, open Runs to see every time the automation ran, along with the result and the error for each step.
How to know it worked
Once published, the automation shows as Active in the list and runs on every trigger. To stop it, unpublish it in the builder.
If something goes wrong
The automation didn't run.
Check that it's published (Active) and that the trigger happened. In Runs, check whether any step had an error.
A step fails and everything stops.
In the step's settings, turn on Continue even if it fails: it gets an error output so you can handle the failure.
Next step
Start with the ready-made automation templates.
Sign in with your Cognizy account to save your progress.
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