---
title: How can I set up a simple automation triggered by an event?
description: Create simple automations to trigger automatic actions based on events in the system.
---

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1. [Case Management](https://help.whispli.com/case-management)
2. [Platform Configuration](https://help.whispli.com/case-management/platform-configuration)
3. [Automation Configuration](https://help.whispli.com/case-management/platform-configuration#automation-configuration)

# How can I set up a simple automation triggered by an event?

## To set up a simple action-based automation, you will use the Automations tab within your Admin dashboard. The process follows a straightforward "Trigger and Action" flow.

[Whispli | Automation Triggered by Event](https://app.storylane.io/share/wnatpmc0votb?email=)

[![demo gif](https://app-pages.storylane.io/company/company_688a0322-9034-4df2-a22b-010e298feada/project/project_a4952285-e6ee-40cf-bde7-48202c8f2bfd/preview.gif)](https://app.storylane.io/share/wnatpmc0votb?email=)

 

 

### 1. Select Your Trigger

First, define the event that will start the automation. Common triggers include:

- **A new report is received.**
- **The Channel Is**
- **A report contains key words**

### 2. Set Your Conditions (Optional)

If you don't want the rule to apply to *every* report, add a filter. For example:

- "Only if the **Category** is equal to **Health & Safety**."
- "Only if the **Location** is **Paris**."

### 3. Choose the Action

Decide what Whispli should do automatically when the trigger occurs. Popular actions include:

- **Assign to:** Automatically give a specific user or group access to the case.
- **Send Notification:** Alert a specific team member via email or push notification.
- **Post a Message:** Send a pre-written acknowledgment message directly to the informant's Safe Inbox.

### 4. Save and Test

Once you name and save your automation, it becomes active immediately. It is a best practice to submit a "test" report to your preview page to ensure the routing and notifications are working exactly as expected.

 

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