> ## Documentation Index
> Fetch the complete documentation index at: https://help.flowforth.co/llms.txt
> Use this file to discover all available pages before exploring further.

# Creating an Automation

> Create a new automation, give it a name, and get familiar with the builder.

## Create a New Automation

1. Go to **Emails → Automations**, or visit [flowforth.co/emails/automations](https://flowforth.co/emails/automations).
2. Click **New Automation**.
3. Give your automation a **name** and **description**. These are for internal use only — your recipients never see them.

From there you'll land in the **automation builder**, where you choose a [trigger](/automations/triggers/overview) and add [steps](/automations/builder/overview).

***

## The Builder at a Glance

The builder is a visual canvas with a **sidebar** on the left. The sidebar holds your **trigger** and a palette of **steps** you can drag onto the canvas; on the canvas, the trigger sits at the top followed by your steps in order. Clicking the trigger or any step opens its settings in the sidebar — click **Back** to return to the palette.

* Set up your [**trigger**](/automations/triggers/overview) first — it determines who enters the automation and which other options are available.
* Then add [**steps**](/automations/builder/overview) to decide what happens once someone enters.

Click **Save** when you're done to apply your changes — your edits in the builder aren't saved until you do.

***

## Automation Settings

Click the **Settings** tab on any automation to manage its configuration. Changes save automatically.

* **Name** — rename the automation
* **Description** — update the internal description
* **Allow Repeat** — control whether people can go through the automation more than once (see [Allow Repeat](/automations/managing/allow-repeat))

***

## Duplicating an Automation

From the **automations table**, you can duplicate an existing email automation to use it as a starting point for a new one. The copy includes the original's trigger and steps, so you can tweak it instead of rebuilding from scratch.

***

## Deleting an Automation

* Open the automation and go to the **Settings** tab.
* Click **Delete**, then confirm.

<Warning>
  If people are currently moving through the automation, their progress will be canceled when you delete it.
</Warning>