Automate Your Workflows to Connect What If and What’s Next

Swit Automation is designed to assist anyone in automating work routines in a way that preserves context down to the smallest details. Set rules for both Swit native functions and 3rd party apps all without having to leave your work hub.

Automation Built for Everyone and Every Day

Swit provides essential collaboration functions in one place, including project management, communication channels, plug-ins like Goals, Approvals, and guest permissions, plus robust integrations. This complete product ecosystem enables more contextual automation than other standalone single-function tools.

    Easy to Use

    With Swit Automation, you no longer need to depend on a dedicated technical team to program automation rules for you. Regardless of skill level, anyone can effortlessly create perfect no-code rules on their own. Transform your daily workflows at a granular level using a simple If This, Then That connection style.

    Simple to Scale Intuitive to Configure

Seamlessly Integrated Data Flow for Work AI

Swit Automation plays a vital role in harnessing the power of generative AI in a work environment. In today’s era of tool overload, effectively addressing the challenge of data silos across apps is essential to leverage the benefits of AI for collaborative work.

The quantity and quality of accessible data significantly impact the success of AI implementation. Swit Automation is building the future of work, where connections extend beyond apps so employees can focus on their projects supported — not replaced — by technology.

If This Then That

With Automation built into Swit, you get the functionality of a standalone automation service plus the collaboration essentials of our work management platform together in one hub. This means you can automate within Swit, from external apps, and even through AI software. Here are a few examples of the many automation workflows you can achieve with Swit.

  • Trigger: Email from outside your organization
  • Action 1: Task card created
  • Action 2: Share task card to a specific channel
  • Action 3: Schedule a calendar event based on the due date and time of the task card
Email from outside your organization → Task card created → Share task card to a specific channel → Schedule a calendar event based on the due date and time of the task card
  • Trigger: New task card
  • Condition: Task card has phrase “Salesforce Opportunity” in the title
  • Action 1: Create an Account/Opportunity Record in Salesforce (SFDC) using metadata from task card
  • Action 2: Automatically update task card with assignee and due date based on Salesforce info
  • Action 3: Share task card to a designated channel
  • Action 4: Post a message in the channel about the Opportunity
  • Action 5: Schedule a meeting with the sales manager
New task card → Condition → Task card has phrase “Salesforce Opportunity” in the title → Create an Account/Opportunity Record in Salesforce (SFDC) using metadata from task card → Automatically update task card with assignee and due date based on Salesforce info → Share task card to a designated channel → Post a message in the channel about the Opportunity → Schedule a meeting with the sales manager

From 3rd party apps to AI to Swit

From 3rd party apps to AI to Swit

  • Trigger: Conference Call
  • Action 1: AI Summary of meeting notes
  • Action 2: Convert to Task with Action Items from the summary and Attach Email
  • Trigger: Receive Email
  • Action 1: AI Summary of content
  • Action 2: Convert to Task with Action Items from the summary and Attach Email
  • Conference Call → AI Summary to meeting notes →Convert to Task and Attach Summary
  • Receive Email → AI Summary of content → Convert to Task and Attach Email

Monitor and Manage Action History

Included admin tools let you see how rules are performing and monitor them to ensure they are functioning properly. Organization Admin or Automation managers can see and manage overall automation usage in Swit Workspaces.

Action History Management

By selecting a specific instance, you can check the execution status of each step and click on the action to be taken directly to the result.

Automation Usage Management

The intuitive dashboard format makes it easy to monitor how often rules are being used in each category.