# Automations

### What are Automations?

Automation means setting up messages that are automatically triggered when a customer takes a specific action on your website. 

**For example,** when a customer places an order, an automated message is instantly sent to confirm their purchase, eliminating the need to send each message manually.

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### Steps to Set Up Automated Message

Follow the instructions below if you have already set up the [WhatsApp](https://docs.mercuri.cx/communication-channels/whatsapp-integration/creating-your-first-whatsapp-template) and [SMS templates](https://docs.mercuri.cx/features/templates/sms-templates/creating-your-first-sms-template).

<figure><img src="https://docs.mercuri.cx/~gitbook/image?url=https%3A%2F%2F392978341-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FsZtOBCP9JV8XEWJpUU4t%252Fuploads%252F1duU7VdPq8YVOv8RwkN4%252FAutomation%25201%2520.jpg%3Falt%3Dmedia%26token%3D4ccee00c-e43b-4a75-be7c-5e65961c3c07&#x26;width=768&#x26;dpr=4&#x26;quality=100&#x26;sign=b9a9b767&#x26;sv=2" alt="" width="375"><figcaption></figcaption></figure>

1. Go to the **Automation** section in the dashboard.
2. Click on **Create Automation**.
3. Choose the required **automation type** from the list and click on **Create Automation.**

<figure><img src="https://docs.mercuri.cx/~gitbook/image?url=https%3A%2F%2F392978341-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FsZtOBCP9JV8XEWJpUU4t%252Fuploads%252F12MI91mwazjmSMoyCbGZ%252FAutomation%25202%2520.jpg%3Falt%3Dmedia%26token%3Da5d2bd1f-acab-4a15-8017-915e6744e86b&#x26;width=768&#x26;dpr=4&#x26;quality=100&#x26;sign=7610238f&#x26;sv=2" alt="" width="375"><figcaption></figcaption></figure>

4. Next, select the preferred communication channel — **WhatsApp, SMS, or both** , for delivering the automated message.
5. Choose a **pre-approved template** for each selected channel (*you can add multiple templates to one automation).*

{% hint style="info" %}
Currently in HubSpot, you can set up automation for **new customer signups**. [**Click here**](https://docs.mercuri.cx/features/automations/automated-workflow-for-customer-signup) to learn more.
{% endhint %}