What is AI Automation?
While Autonomous Agents operate independently to achieve complex goals, AI Automations (or Workflows) are strictly rule-based sequences. They follow a classicIf THIS happens, then do THAT logic, but with the added power of AI to understand context, generate content, and make basic decisions along the way.
Automations are perfect for high-volume, predictable tasks like routing emails, generating standard responses, or sorting files.
The Automation Builder
Access the builder by navigating to FusionX → Automations. An automation consists of three core components:- Trigger: The event that starts the workflow.
- AI Step (Optional): Where FusionX analyzes data or generates content.
- Action: The final execution (sending an email, moving a file, etc.).
Setting up an Automation
Let’s build a common workflow: Automatically categorizing and saving invoice attachments.Choose a Trigger
Click Create Automation and select the trigger app.
- App: MailX
- Event: New Email Received
- Filter: Condition: Has Attachment is TRUE
Add an AI Step
We need AI to determine if the attachment is actually an invoice.
- Action: Analyze Document (FusionX)
- Prompt: “Review the attached document. Is this an invoice or receipt? If yes, extract the Vendor Name and Total Amount. Format the response as JSON:
{"is_invoice": true/false, "vendor": "name", "amount": "number"}.”
Add a Condition (Branching)
We only want to proceed if the document is an invoice.
- Logic: Condition
- Rule: If
is_invoiceequalstrue
Common Automation Templates
FusionX includes pre-built templates for common business use cases. You can activate these with one click from the Automation Library:Meeting Notes to Tasks
Trigger: File uploaded to ‘Meeting Notes’ folder.
Action: AI extracts action items and drafts an email assigning them to the relevant team members.
Action: AI extracts action items and drafts an email assigning them to the relevant team members.
Lead Routing
Trigger: New contact form submission on WebX.
Action: AI analyzes the inquiry, determines if it’s High/Low priority, and forwards it to the correct sales rep.
Action: AI analyzes the inquiry, determines if it’s High/Low priority, and forwards it to the correct sales rep.
Weekly Report Generator
Trigger: Scheduled (Every Friday at 4 PM).
Action: AI summarizes the week’s closed support tickets from MailX and saves a PDF report to FileX.
Action: AI summarizes the week’s closed support tickets from MailX and saves a PDF report to FileX.
Translation Auto-Reply
Trigger: Email received in a foreign language.
Action: AI translates the email to English for you, drafts a reply in the original language, and saves it as a Draft.
Action: AI translates the email to English for you, drafts a reply in the original language, and saves it as a Draft.
Monitoring and Debugging
Run History
Every time an automation triggers, it creates an entry in the Run History tab. If an automation fails (e.g., an email didn’t have an attachment, or the AI couldn’t extract the requested data), the Run History will show a Failed status.Viewing Error Logs
Click on a failed run to view the execution trace. It will show exactly which step failed and provide an error message (e.g., Error: Destination folder ‘Invoices’ does not exist in FileX), allowing you to quickly fix the configuration.Automation Limits
Depending on your plan, there are limits to how many automations you can have active and how many times they can run per month.| Plan | Active Automations | Runs / Month |
|---|---|---|
| Early Access | 10 | 5,000 |
| Professional | 50 | 25,000 |
| Enterprise | Unlimited | Unlimited |