Automations Overview

Documentation Index

Fetch the complete documentation index at: https://docs.affzero.com/llms.txt

Use this file to discover all available pages before exploring further.

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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, choose a trigger, and AffZero runs it automatically — pulling fresh data, processing it, and sending emails or generating invoices without any manual work.

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Trigger Types

Every automation starts with a trigger — the event or schedule that kicks it off.

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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:

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How Data Flows Between Steps

Every data-producing step (Pull Stats, AI Analyze, Generate Invoice Number, AI Extract, Tracker Action Get, Save to Drive) 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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Automation Presets

Not sure where to start? When you click New Automation, AffZero offers 6 curated workflow templates. Each preset creates a ready-to-configure automation with the right steps already in place — you just fill in your connection, template, and other settings. The Invoice Capture preset uses the Email Received trigger instead of a schedule — it runs automatically each time you forward an invoice email to your unique AffZero address. Selecting this preset opens a guided setup wizard to configure your Drive folder and Google Sheet in three steps. All presets start inactive — review, configure each step, then enable when ready.

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Creating an Automation

Click New Automation on the Automations page. A modal opens with three ways to get started: With AI — Describe It (Pro and above):

1. Click Describe It at the top of the modal
2. Type a plain-English description of what you want (e.g. “Every morning, pull yesterday’s Affise stats and email me the top affiliates”)
3. Click Build it for me — AI generates the full workflow automatically
4. Review the steps, fill in any missing settings, and enable when ready

See Describe It for full details and tips on writing good descriptions. From a preset (recommended for first-timers):

1. Click New Automation and browse the preset cards
2. Click Use Preset on the template you want
3. The automation is created with steps pre-configured — open it to fill in your connection, date range, and other settings
4. Enable when ready

From scratch:

1. Click New Automation → Start from scratch
2. You’ll land in an empty builder — add steps using the + button
3. Configure each step and set a schedule
4. Click Save

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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.