---
title: Automatic Workflow
description: "A [**Workflow/Automation**](https://fluentsupport.com/docs/workflows-automations/) is a sequence of tasks that can be done [**Manually**](https://fluentsupport.com/docs/manual-workflow/) or **Automatically** using certain triggers and conditions to avoid performing the same actions repeatedly. This article will guide you through the process required to learn how to createthe**Workflow Automatic**in…"
url: "https://fluentsupport.com/docs/automatic-workflow/"
updated: "2025-08-01"
category: Workflow/Automation
---

# Automatic Workflow

A [**Workflow/Automation**](https://fluentsupport.com/docs/workflows-automations/) is a sequence of tasks that can be done [**Manually**](https://fluentsupport.com/docs/manual-workflow/) or **Automatically** using certain triggers and conditions to avoid performing the same actions repeatedly. This article will guide you through the process required to learn how to createthe**Workflow Automatic**in **[Fluent Support](https://fluentsupport.com/).**

## Create An Automatic Workflow

To learn how to create a new workflow automatically, follow the steps with screenshots below —

From the **Fluent Support Dashboard,** go to **Workflows** and click the **+ Add New Workflow** button to create a new workflow.

![Workflows from Fluent Support Dashboard](https://fluentsupport.com/wp-content/uploads/2024/05/Dashboard-Workflow-Add-new-workFlow-2-scaled.webp)

Give a **Name** to your workflow**,** choose **Automatic** type, and click on the **Continue** button to create it.

![Popup page for adding a new workflow](https://fluentsupport.com/wp-content/uploads/2024/05/Automatic-popup-scaled.webp)

Now choose a **Trigger** from the dropdown list to decide when your **Workflow** will run.

For example, if you choose the **On Ticket Creation** trigger, the Workflow will automatically run each time a ticket is created.

![Set Trigger to run workflow](https://fluentsupport.com/wp-content/uploads/2024/05/set-triggers.webp)

Then, you have to set a **Condition** that will trigger the **Workflow**. Multiple conditions can be set using the **+OR** and **+AND** options.

**You will get the following options to set the Condition for your Workflow –**

**Customer**

- Customer First Name
- Customer Last Name
- Customer Email

**Message**

- Ticket Title
- Message Content
- Attachments
- Added Time Range
- Added Date Range

**Ticket**

- Ticket Priority (Client)
- Selected Product
- Mailbox

**Custom** **Fields**

- Here, all of your existing custom fields will appear.

![Set Condition/s for the Workflow](https://fluentsupport.com/wp-content/uploads/2024/05/set-conditions-scaled.webp)

You can also **Delete** any existing condition by clicking the **Trash** **Icon**.

![Delete any existing condition](https://fluentsupport.com/wp-content/uploads/2024/05/Delete-condition.webp)

Now, set the **Action/s** (Task) from the dropdown list for **Workflow** to perform. Once you fill in all the necessary fields, click the **Save** button.

**You will get the following Actions from the Dropdown List –**

- Add Response
- Assign Agent
- Add Internal Note
- Close Ticket
- Add Tag(s)
- Remove Tag(s)
- Delete Ticket
- Block Ticket Submitter (customer)
- Trigger Outgoing Webhook
- Add Bookmarks
- Remove Bookmarks
- Change Mailbox

![Set Actions (Tasks) for workflow](https://fluentsupport.com/wp-content/uploads/2024/05/Set-actions-1.webp)

Multiple actions can be set if needed. To do this, click the **Add Another Action** button and follow the same process.

![Add multiple action](https://fluentsupport.com/wp-content/uploads/2024/05/Set-multiple-actions-scaled.webp)

You can also **Delete** any existing action. To do this, expand the desired action by pressing it and then click the **Trash** **Icon**.

![Delete any existing action](https://fluentsupport.com/wp-content/uploads/2024/05/Delete-actions.webp)

You can **change the name of your workflow**anytime from here as shown below.

![Change name of your workflow](https://fluentsupport.com/wp-content/uploads/2024/05/change-workflow-name.webp)

Also, you can **set the sequence of your added workflow actions/tasks** using the **Drag and Drop Action** icon.

![Drag & Drop feature to set the action/task sequence](https://fluentsupport.com/wp-content/uploads/2024/09/Drag-Drop-the-ActionsTasks-2.webp)

Once you set up the actions, **Publish** it by enabling the **Toggle** button at the top right corner to run the **Workflow**. Otherwise, it will be saved as a draft only.

To save any new changes always press the **Update Workflow** button right **next to the toggle**.

![Publish the workflow](https://fluentsupport.com/wp-content/uploads/2024/09/publish-toggle.webp)

## See How Automatic Workflow Runs

To see how **Automatic Workflow** runs in **Fluent Support Portal** follow the screenshots below —

For example, I set the **Trigger** as “**On Ticket Creation”**, **Condition** as “**Ticket Title that contains Refund word**”**,** and **Action** as "**Add Bookmarks**" in this **Workflow.**

Now, you can see that the **Ticket** shown in the screenshot below is **Automatically** **Bookmarked** after the **Creation** as it has the **Refund** word in the **Title.**

![Refund Ticket is bookmarked automatically ](https://fluentsupport.com/wp-content/uploads/2024/05/Refund-Ticket-scaled.webp)

You can easily get all of your bookmarked tickets under the **Bookmarks** option placed in the left sidebar of Fluent Support's **Tickets**.

![Tickets will be stored under Bookmarked section](https://fluentsupport.com/wp-content/uploads/2024/05/Bookmarked-Ticket-scaled.webp)

This is how you can create and run **Automatic Workflow** in **Fluent** **Support!**
If you have any further questions, concerns, or suggestions, please do not hesitate to contact our [**@support team**](https://wpmanageninja.com/support-tickets/?utm_source=wpmn&utm_medium=home&utm_campaign=site#/). Thank you.