> For clean Markdown of any page, append .md to the page URL.
> For a complete documentation index, see https://docs.aura.konceptservices.com/llms.txt.
> For AI client integration (Claude Code, Cursor, etc.), connect to the MCP server at https://docs.aura.konceptservices.com/_mcp/server.

# What are automations

> Learn how Aura's automations send messages to your customers at the right time, without you having to do anything.

## Messages that send themselves

Automations are actions that Aura performs automatically when something specific happens or at a scheduled time. Their most common use is sending messages to your customers without any manual effort on your part.

For example, you can set up an automation so Aura sends a WhatsApp reminder 24 hours before every appointment, or an instant confirmation when a customer makes a booking.

## Two types of automations

Aura offers two types of automations based on what triggers them:

#### Event-based

Triggered when something happens in your business: a booking is created, a support ticket is resolved, an appointment is confirmed, etc. You can choose whether the message is sent at the exact moment, some time before, or some time after the event.

#### Scheduled

Triggered at a date and time you choose, or on a recurring basis (for example, every Monday at 9:00 AM). Perfect for weekly promotions, periodic reminders, or one-time campaigns.

## How they work

Every automation needs two things:

1. **A trigger**: What causes the automation to activate. It can be an event (like a booking being created) or a scheduled moment (like a specific date and time).

2. **A template**: The message that will be sent to the customer when the automation fires. Templates are created beforehand in the templates section and can include personalized customer and booking data.

> **Info**
>
> Before creating an automation, make sure you have at least one template created and, in the case of WhatsApp, approved. Without a template, the automation won't be able to send any messages.

## Where to set them up

Automations are managed from the **Automation Events** section in your agent's side menu. From there you can create new automations, edit existing ones, and enable or disable them.

## Usage examples

* Send an automatic reminder before every appointment.
* Instantly confirm a newly created booking.
* Send a thank-you message after each visit.
* Launch a weekly promotion every Friday.
* Automatically follow up when a support ticket is resolved.