Set or change an asset group's automation (Automation Setup)

You choose how an asset group's recurring service automates from the Automation Setup card on the asset group page. It needs at least one recurring service first: the Edit link appears only once the group has one (until then the card reads "None (No recurring services)"), so add a recurring service on the Recurring Services card if there are none yet.

Then click Edit on Automation Setup and pick the Type: Automated Outreach (Essential automatically sends the recurring service request to the customer by email or text), Custom Task (Essential creates a task for your team instead of contacting the customer, using a Task Description you set), or None (no automation runs).

Save to apply it. The card shows the current Type, and for Custom Task it also shows the Task Description.

Where to find it: On the asset group page, the Automation Setup card (its Edit link), which needs at least one recurring service first

Related guides

• Manually trigger or delay an asset group's automation
• Set up recurring services on an asset group
• See and browse all your asset groups (the Asset Groups page)
• Setting up a recurring service in depth: frequency, automation, rounding, and the asset filter
• Why can't I add more assets? (per-group limits)