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What is automation and why is it needed?
Automation is a chain of actions that executes automatically on a schedule or by an event. Instead of manually copying news from RSS every day, processing it through AI, and publishing it to Telegram — you set it up once, and the system does everything for you.
Typical use cases:
- Auto-posting to Telegram — RSS → AI processing → channel publication
- Order processing — receiving orders from Prom.ua/Rozetka → auto-notification via Telegram or email
- Data collection — website parsing → saving to Google Sheets
- Email campaigns — trigger → content generation → sending
And this is just a small part of the possibilities. Since each automation is a set of nodes (small steps), you can combine them in any order to solve any business task. The options are endless — the only limit is your imagination.
Step-by-step guide
Step 1: Create a new automation
Go to the "Automations" section in your dashboard and click the "Add" button. The visual editor will open — a canvas where you will build your node chain.
Step 2: Add nodes
Click the "Add node" button and select the required one from the list. For example:
- RSS — as a data source (where to get the information from)
- AI GPT — for text processing (rewrite, translation, analysis)
- Telegram Posting — for publishing the result
Step 3: Connect the nodes
There are two ways to connect nodes:
- Manually — drag the connector from the output of one node to the input of the next.
- Automatically — click the "+" (add node) button on a node already on the canvas. The newly selected node will automatically connect to the current one, significantly speeding up chain creation.
Step 4: Configure each node
To configure a node, use the functional buttons located directly beneath it:
- 🛠️ Settings (tool icon) — opens the form that must be filled out (URL for RSS, prompt for GPT, channel for Telegram, etc.).
- ▶️ Test run — single run of a specific node. In this case, the "Only unique" parameter is ignored, so you can always get data for verification.
- ☁️ Logs (cloud icon) — shows the results of the last execution. Here you can see the exact data returned by the node.
- 🗑️ Delete (trash icon) — removes the node from the canvas.
Step 5: Pass data between nodes (Placeholders)
Automation is a chain where each subsequent node has access to the results of all previous nodes. This is the most crucial part of configuration.
- "Data" tab: In the settings window of any node (except the first), there is a "Data" tab. There you will see a "tree" with the results of all the nodes placed earlier in the chain.
- How to get data? This is why we advised running nodes manually (Step 4). When a node is executed, its results appear in the "Data" tab, and you can click the "Copy" button next to the required field.
- Usage: The copied tag (e.g.,
{{1.2.link}}) needs to be pasted into the settings field of the next node. For instance, paste the RSS link placeholder into the "URL" field of the node that fetches the page content.
A placeholder is NOT the specific text or link you copied during configuration. It is simply an address or label.
Think of it as a shortcut to a folder: you click on the shortcut, but the contents of the folder change every day. Today the "link" placeholder will bring one news item to the automation, and tomorrow, when the RSS updates, the exact same placeholder will automatically substitute a completely different link. You set up the path once, and the data inside it will always be fresh.
Step 6: Test the whole chain
Run a test run of the entire automation (the large "Run once" button on the canvas). This will ensure that data is correctly passed from the first node to the last. Important: during a test run, the "Only unique" filter is also ignored to force the entire chain to execute completely, even if this data was processed before.
Step 7: Enable schedule
When everything works — activate the automation and set up the launch schedule. Now the system will work on its own according to the specified timetable.