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How do I set up an automation with Claude?

An automation does something when something happens, like tagging someone who fills in a form. Tell Claude the when and the what. You turn it on.

Updated 25 September 2026

It arrives switched off. Nothing happens to anyone until you turn it on.
  1. Ask Claude for the automation

    Say what starts it, like a form, a new member or a tag, and what follows. Then open Subscribers, then Automations.

    Your new automation, switched off.

    Your new automation, switched off.

    Take me there
  2. Check the steps

    Open it to see each step in order. Change anything that isn't right.

    The steps, in the order they happen.

    The steps, in the order they happen.

  3. Press Turn on

    It's the button at the top of the automation. From then on it runs for everyone who does the thing that starts it.

    Press Turn on when the steps are right.

    Press Turn on when the steps are right.

    Take me there
You will know it worked when the automation says Active instead of Inactive.

What can Claude build in my Replicants account?

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Can I just tell Claude to do it?

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How do I build an email sequence with Claude?

A sequence sends a set of emails one after another, on a timetable. Tell Claude what it's for and it writes them. You approve them and activate it.

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