Review the steps before it runs
See every step in order. Edit it yourself or ask the assistant. Keep it in draft until you're ready.
02 / Automation
Give repeat work
a routine.
A request comes in. Someone makes the task, assigns it and sends the usual update. Set that up once, and Tidy does it every time.
Describe what should happen, or build it step by step. Review it before you switch it on.
01 / Connect
Start with the tools
you already use.
Email, calendar, source control and more. Each connection says what it needs and what it lets Tidy do.
Connect an appView full size ↗
The plugin catalogue in Tidy.
02 / Set the rule
When this happens,
do the next step.
A trigger, any conditions, then the steps. It can start when a record changes, an email arrives or a time comes around.
WhenA transcript is ready
DoWrite a summary
ThenMark it complete
A transcript-summary ruleView full size ↗
Decide what happens on failure
Add recovery steps, so a failure leaves a clear status instead of a task that only looks finished.
03 / Handle a bigger job
Some work needs
more than a rule.
When a job needs real logic, a workflow runs a script in an isolated environment. Read its code, choose how it starts, check every run.
Review a workflowView full size ↗
Turn an archive into a useful table
Pull the transactions out of a mail archive into a table of dates, prices and contacts.
Prepare a draft from the work
Gather a month of finished work and notes, then draft a summary that links to the originals.
Examples, not results. Automation is a Plus feature; webhooks and API access need Max.
Stay in charge
See what ran.
Change what happens next.
Check the history
What ran, what started it, and which steps worked.
Keep permissions in place
A rule acts with its author's permissions, never more.
Pause when you need to
Pause a routine any time. Repeated failures pause it for you.