As an admin in Startdeliver, you have access to a powerful feature found under Settings > Automations. This tool allows you to automate repetitive tasks that would otherwise take time away from Customer Success Managers, administrators, or other team members.
In this guide, we’ll walk you through how automations work, how to set them up, and best practices to get the most out of them.
🚀 What Can You Automate?
Automations in Startdeliver are mainly used to:
• Guide the customer journey, for example:
• Automatically move a new customer into the Onboarding phase.
• Shift a customer to Adoption after onboarding is completed.
• Send automated emails
• Create tasks or projects
• Send notifications
• Update customer or user data
In short: anything that helps eliminate manual steps in your processes.
⚙️ How It Works – Step by Step
1. Details – Basic Setup
Here you define:
• The name and description of the automation.
• The type of item it applies to (Customer, User, Project, Task, Interaction).
• Whether it can run multiple times per customer, and any delay between runs.
2. Criteria – When Should It Run?
This is where you set the trigger for the automation:
• When an item is updated
• Time-based
• Manually triggered (Shortcut)
You can also add conditions (criteria) to define when the automation should apply.
For example: only trigger if the customer does not already have the status “Onboarding”.
👉 Best practice: Always use filters to avoid repeating actions unnecessarily.
3. Actions – What Should It Do?
You can choose from a wide range of actions:
General actions:
• Send notification to yourself or your team
• Send a webhook to an external system
• Wait a certain number of days before continuing
Actions for the customer:
• Update customer data
• Delete customer
• Add comment
• Create task or create project
• Run another automation shortcut
Actions for related items:
• Send email or update/delete related users
• Update or delete related tasks
• Run automations on linked entities
This allows for both simple automations and more complex, multi-step workflows.
🧪 Test First Before Going Live
Before launching your automation, you can run it in test mode.
In this mode, no real changes are made, but you can preview who it would run for—visible under the Processed section.
This helps ensure your logic is correct before going live.
👥 Who Benefits Most from Automations?
Mainly:
• Customer Success Managers – to streamline and track the customer journey
• Admins – to structure and automate internal processes
✅ Summary: Best Practices
• ✔️ Use filters to avoid targeting customers or users that already meet the action’s criteria
• ✔️ Always run automations in test mode first
• ✔️ Name your automations clearly based on their purpose
• ✔️ Choose the right permission: either the creator’s or the trigger user’s access level
• ✔️ Use “Run Automation Shortcut” for more advanced, chained workflows