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Automations run a saved workflow when a matching event occurs. Building or publishing a workflow does not turn it on: a deployment must be activated separately.

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Before you start

You need an Owner or Admin role, and Evelin must be available in your workspace. Decide which events should start the workflow and what changes it may make. An automation can consume AI credits even when it does not send a reply.

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Build and save a draft

  1. Open Evelin AI → Automations and select New automation.
  2. Give the workflow a recognizable name.
  3. Use the canvas to inspect the starting trigger and existing steps. Select a step to configure it.
  4. Use Blocks to add a Branch, Wait, AI task, Update ticket, or Call service when needed. Connect the steps in the order they should run.
  5. In the selected block’s configuration, choose Apply changes. This applies the block to the local draft; it is not the same as saving the automation.
  6. Select Create for a new automation, or Save for an existing draft.
Configure required agents, destinations, or other values before publishing. A connector step needs an appropriate active connection; connecting Linear to Evelin is a separate workflow from configuring an automation webhook or Telegram destination.

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Understand the mode

The editor determines the mode from the actions in the workflow: The allowed actions and channel scope matter as much as the mode label. Do not assume an email workflow also supports sending WhatsApp or Live Chat replies.

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Publish and activate

  1. Review the graph and select Publish. This creates the reviewed version; it does not start runs.
  2. Select Create inactive deployment.
  3. Select Activate and review its mode, channel scope, hourly AI budget, operation ceiling, and allowed actions.
  4. If it can send customer email, read and confirm the additional customer-messaging acknowledgment.
  5. Confirm activation only when those actions should begin processing eligible events.
Creating a new draft does not replace a version that is already active. Check the deployment state as well as the draft or published version label.

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Monitor, pause, and revise

Open Evelin AI → Monitor to inspect runs and issues. If a workflow does not run, check its deployment state, trigger conditions, required connections, and reported budget or permission errors. Use Pause on an active deployment when it should stop processing new work. Pausing does not reverse completed changes or recall emails already sent. For a published workflow, select Create new draft, make and save the changes, then publish and review the new deployment before activation. If you see Review & activate, inspect the changed authority before reactivating. See Understand AI credits for balance and usage guidance.