Wrike’s Automation Engine is a simple solution that helps to reduce the amount of manual repetitive work, speed up the process, and minimize the rate of human error. So with Automation Engine, instead of handling all the work by yourself, you and your team can employ the rule-based automation of various actions with tasks and projects.
Automation Engine is easy to use and doesn’t require any coding experience to create the automation rules. The rules have a simple “IF …, THEN …” structure. The automation rule constructor guides you through the three-step rule creation process. All you need to do is let Wrike know:
Which tasks or projects to apply the rule to
When to trigger the rule — the “IF” statement
What should happen when the rule is triggered — the “THEN” statement
Here’s a couple of popular automation rule examples:
IF the statuses of tasks (from a certain project) don’t change for 5 days from "Pending changes," THEN @mention assignees and leave a comment.
IF the status of projects (from a certain space) changes to "Completed," THEN move the projects to the "Archive" folder.
In each account, you can create up to 50 automation rules.
There’s a monthly limit to the number of actions performed via automation in the account. For Business accounts, it’s 200 actions per each paid seat monthly. For Enterprise accounts, it’s 1,000 actions per paid seat monthly. When the limit is reached, all rules will be disabled automatically, and Wrike will notify all account admins by email. Wrike will also send separate email notifications to all admins when your account has 50% and 10% left of the total monthly action limit.
You can check how many actions were performed this month via each automation rule. To do that, click your profile image, select Settings, and click Automation in the panel on the left. You’ll see the performed action number for each rule in the rule list under the Actions, this month column.
Each automation rule can have one trigger (the IF statement) and up to 10 actions (the THEN statement).
Whenever an action is executed via Automation Engine, it appears in the task/project stream with the Automation Bot as the author. The same is true for the Activity Report.
Automation rules won’t be triggered in case the changes to tasks or projects are made through API or mass actions.
If the rule that you created stops working in case its conditions are no longer operable, Wrike will automatically disable the rule and notify you by email.