Shopia Automations help you scale and automate your marketing, sales and research workflows by running them in bulk.

You can choose from over 60 workflow templates, or you can build your own template entirely from scratch.

In this guide you will learn the following:

To create a new Automation, navigate to Automations from the home page and click on + NEW AUTOMATION button.

Next, you need to define what you are looking to automate. To do this, you can select a pre-defined Automation template to automate tasks such as writing articles, product descriptions, and performing market research.

If you would like to create a custom template, you can click Build a template. This allows you define your workflow's actions and settings.

To learn more about building workflows, click here.

Once you select a template, you are taken to the Run tab where you can test and preview the outputs of this Automation.

All you need to do is fill in the required inputs for this template and click RUN AUTOMATION.

An Automation can be made up of one or more actions (or steps). In the Outputs section, you can view the output of each step.

Automation templates are also highly customizable. To edit an automation, click on the Build tab at the top.

In this tab, you can view and edit the inputs and actions of any template. To start editing, click EDIT AUTOMATION.

Inputs are an important concept to understand for Automations. The input fields found under the Run tab are defined in the Build tab.

Each input has a name that must be defined. When an input is created, it must be mapped to your workflows steps'/actions' fields. By mapping inputs to your actions, your Automation's inputs will be automatically added to the corresponding action.

You can always add more inputs by clicking + Add Input.

Just as with document workflows, you can edit your Automation template in a number of ways. You can click Add step to add another action to your workflow. You can also click on the edit step icon, to adjust the prompt and inputs of that particular step.

To learn more about customizing workflows, click here.

Once you are done editing your Automation, click Save Automation to update this Automation.

The Table in the Table tab allows you to run and manage bulk Automation jobs. You can create a bulk job via CSV upload or by manually adding rows.

Each row represents a run. You can add or edit inputs by clicking on the field under any column. You can add another row by clicking + Add Row to run this automation with a different set of inputs.

To populate your table using a CSV, click Upload CSV.

You can upload a CSV list of tasks to perform. Each row in your CSV should contain the inputs required to run your Automation.

The example below shows how a spreadsheet can be structured for an Automation that has one input called Product URL. Export your spreadsheet as a CSV and upload it to Shopia.

Once uploaded, your table should automatically have the inputs from your CSV added. You can run rows individually, or run all at once by clicking Run All.

To export a CSV of your entire table, click on the export icon.

When creating an Automation, you have the option to run it entirely using APIs.

Navigate to the API tab to view the endpoint and sample code to your Automation.