ThothOS Help

Automations

Reusable templates that run onboarding and recurring workflows step by step, for employees and customers alike.

What automations do in ThothOS

An automation is a template made of steps that ThothOS runs for you when something happens. The usual reason to reach for one is onboarding — a new employee or a new customer needs the same eight things to happen every time, and nobody should be working from a checklist in their head.

What you can do

• Build a template out of steps — send a notification, assign a contract for signature, enrol someone in a course, create a task, or book a meeting. The steps are the platform's own capabilities, not a separate scripting language, so an automation can only do things you could have done by hand.
• Set a trigger — decide what starts the run, so onboarding begins when the person is created rather than when someone remembers.
• Watch every execution — each run is tracked step by step, so you can see where a workflow stopped and what is still outstanding, instead of finding out weeks later.

How it fits the rest of the platform

Because the steps reach into contracts, learning, tasks, scheduling and notifications directly, an automation is not an integration you have to maintain. A contract sent by an automation is the same contract record your contracts workspace shows; a course enrolment is the same enrolment the employee sees in their portal.

Getting started

Create an account at /setup and describe how you bring on a new customer or a new hire. The AI interview turns that description into a starting workspace; automations are then a matter of writing the steps you already perform manually.

Good to know

Automations run against records inside your company only — they never reach another tenant's data. An automation that is mid-run keeps its history, so pausing to fix a step does not lose the record of what already happened.

Still need a person?

If this page did not answer your question, contact the ThothOS team and quote the answer version below — it tells us exactly which wording you read.

Automations · answer version 2026-09-02

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