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Automation actions for Planner

Last updated Automation Planner

AI summary

Lists the steps an automation can run against Planner, grouped by purpose, such as creating a plan from a template.

These are the steps an automation can run against Planner, grouped by what they do. You pick them when you build a custom automation or change a template.

Provisioning 1

Create new workspaces and objects.

ActionDescription
Provision PlanCreate a Planner Plan based on a template.

Frequently asked questions

Which actions can automations run on Planner?

1 action, such as Provision Plan.

How are the Planner automation actions grouped?

By category: Provisioning.

What is an automation action?

One step an automation runs. An automation chains actions to act on the objects it finds.

Are there automation actions that work with every connector?

Yes. 7 general actions are not tied to one connector, such as Delay, Message and 5 more.

Which module includes the Planner connector?

The Planner connector is part of the Digital Workplace module of Rencore Governance, which every Plan includes. The connector is generally available.