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What is an Automation?

An automation is a named workflow made up of a series of steps that run in sequence. You build it once in the visual automation builder, set a schedule, and AffZero runs it automatically — pulling fresh data, processing it, and sending emails or generating invoices without any manual work.

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The Visual Automation Builder

The automation builder presents steps as cards arranged left to right. Data flows from each step to the next, and any data-producing step makes its output available to all subsequent steps. You can add, configure, reorder, and delete steps freely while building. Nothing is saved until you click Save.

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Step Types

Each step performs one action. Steps are color-coded for quick reference:

Pull Stats

Fetch performance data from a connected tracker. Produces variables for use in later steps.

AI Analyze

Analyze data from Pull Stats steps using AI. Produces custom named variables based on your instruction.

Generate Invoice Number

Use AI to identify and generate the next number in your invoice series.

Condition Check

Stop the automation if conditions aren’t met (e.g. revenue below a threshold).

Filter Data

Remove rows from a dataset based on rules before passing data to later steps.

Create Invoice

Generate a PDF invoice from an HTML or Google Doc template with variable substitution.

Send Email

Send a personalized email via Gmail SMTP, Resend, or SendGrid with variables inserted.

Send for Approval

Queue an email for manual review before it’s sent. An approver reviews and approves or rejects.

Write to Google Sheets

Write variable data into a specified Google Sheet tab.

Tracker Action Get

Read data from a custom tracker API endpoint and expose selected fields as variables.

Tracker Action Edit

Update records via a tracker API (e.g. change an affiliate’s status).

Tracker Action Add

Create new records via a tracker API.

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How Data Flows Between Steps

Every data-producing step (Pull Stats, AI Analyze, Generate Invoice Number, Tracker Action Get) stores its output as variables. Those variables are then available to every step that comes after it in the workflow. For example:
  • Step 1: Pull Stats → produces {affiliate_name_1_stats_1}, {revenue_1_stats_1}
  • Step 2: Condition Check → can check whether {revenue_1_stats_1} is above a threshold
  • Step 3: Send Email → can include {affiliate_name_1_stats_1} and {revenue_1_stats_1} in the email body
See Variables for the full naming convention and how to use them.

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Creating an Automation

  1. Go to Automations in the left sidebar
  2. Click New Automation
  3. Enter a name for the automation
  4. Add steps using the + button
  5. Configure each step
  6. Set a schedule in the automation header
  7. Click Save — the automation is now active

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Managing Automations

From the Automations list, you can:
  • Enable / Disable — toggle the automation on or off without deleting it
  • Run Now — execute the automation immediately, regardless of schedule
  • Duplicate — create a copy as a starting point for a new automation
  • Edit — open the builder to modify steps or settings
  • Delete — permanently remove the automation

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Runs & Logs

Every execution — whether triggered by a schedule or Run Now — is recorded. Go to Runs & Logs to see the full history, step-by-step output, any errors, and emails sent.