# 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.

***

### Steps to Set Up Automated Message

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

<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**](/features/automations/automated-workflow-for-customer-signup.md) to learn more.
{% endhint %}


---

# Agent Instructions: Querying This Documentation

If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter:

```
GET https://docs.mercuri.cx/integrations-guide/hubspot/using-mercuri-in-hubspot/automations.md?ask=<question>
```

The question should be specific, self-contained, and written in natural language.
The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.