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Use automation rules

You will learn how to create project automation rules from templates or scratch, configure triggers, conditions, and actions, and review the run log.

Rules run server-side — you do not need to host a webhook for them. Only project admins (or workspace owners/admins) can manage automation rules.

1. Open project Automation

  1. Open a project.
  2. Choose Automation in the project navigation.

Project Automation empty state with Create your first rule

If you do not have permission, Tixio explains that only project admins or workspace owners/admins can manage rules.

2. Start from a template or blank rule

Choose New rule, then either:

  • Pick a template under Start with a template, or
  • Choose Start blank.

Start with a template modal listing built-in automation presets

Built-in templates include:

Template Typical trigger
Auto-close completed issues after 14 days Runs daily
Move to done when linked PR merges PR merged
Comment when an issue becomes urgent Issue updated
Comment when a commit references the issue Commit pushed
Notify when an issue is due soon Runs daily

Templates use the same editor as blank rules — they are presets.

3. Configure the rule

In New rule or Edit rule:

  1. Set a Name and optional Description.
  2. Choose a Trigger.
  3. Optionally set Rate limit / min (1–120; default 10).
  4. Add Conditions when the rule should not fire on every trigger event.
  5. Add one or more Actions.
  6. Leave Enabled on when you are ready for the rule to run.

Triggers

Label When it fires
Issue created A new issue is created
Issue updated An issue changes
Status changed Status moves
PR merged A linked PR merges
Commit pushed A linked commit is pushed
Runs daily Schedule (daily)

Conditions

Optional predicates can check status, status category, priority, type, assignee, Assignee in group, labels, changed field, from/to status, days in status, and days until due. Operators include equals, not equals, in, not in, ≥, ≤, and contains.

Actions

Action What it does
Set field Set priority, type, status, or assignee
Add / Remove label Change project labels
Add comment Post a comment (supports placeholders)
Close issue Close to a chosen or default completed/cancelled status
Notify Message assignee, watchers, and/or a workspace group
Add watchers from group Add members of a workspace group as watchers

Notify recipients can be assignee and watchers, assignee only, watchers only, or a group. Delivery still respects each user's notification preferences (in-app, email, Slack).

Placeholders

In comments and notify messages you can use:

  • {{issue.key}}, {{issue.title}}
  • For commit-pushed rules: {{commit.sha}}, {{commit.short_sha}}, {{commit.message}}, {{commit.author}}, {{commit.url}}, {{commit.repo}}

Unknown tokens pass through unchanged.

4. Review the run log

On a rule, choose Runs to open the Run log.

Each entry shows succeeded, skipped, or failed with timestamps. The drawer auto-refreshes so you can watch recent activity.

Deleting a rule also deletes its run history and cannot be undone.

Good first rules

  • Comment when a commit references the issue (uses commit placeholders).
  • Notify assignee and watchers when an issue is due soon.
  • Move to done when a linked PR merges (if you also use Connect GitHub or Connect GitLab).
  • Add a label or watchers when priority becomes urgent.

Avoid automating a process the team has not agreed on yet. Start with one narrow rule and read the run log before adding more.

Next

  • Manage webhooks when an external system must receive the event instead of Tixio acting in-product.
  • Tune notification settings so notify actions reach people on the channels they use.
  • Connect GitHub to unlock PR-merged and commit-pushed triggers from real development activity.