> ## Documentation Index
> Fetch the complete documentation index at: https://support.i.moneyforward.com/llms.txt
> Use this file to discover all available pages before exploring further.

# 0. Getting Started with Automations

> Learn how to check which automation to create, including workflows that need no prior setup and workflows that require prior setup, such as onboarding/offboarding automation.

<Info>
  This feature requires **Admin** or **Automation Manager** permissions.
</Info>

Automations include two types of workflows: those you can start with no prior setup, and those that require prior setup.

Use device alerts, schedules, and webhook features to automate your operations more easily.

#### Check the Workflow You Want to Create

Check which automation you want to achieve.

[No prior setup required](#no-prep-required): schedule ID updates, device alerts, webhook integration, custom workflows

[Prior setup required](#prep-required-onboarding-offboarding): automatic account provisioning for employee onboarding and offboarding

<h4 id="no-prep-required">
  Automation Features Available Without Prior Setup
</h4>

The following features let you set up and run a workflow simply by specifying a trigger and an action.

| Feature (Template)                                                                      | Trigger (Condition that starts the automation)                                                            | Main Action (Automated process)                    | Characteristics / Use Case                                                                                                                                           |
| --------------------------------------------------------------------------------------- | --------------------------------------------------------------------------------------------------------- | -------------------------------------------------- | -------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
| [Schedule ID update](/en/it-management/workflows/a3dha0rbfa-schedule-id)                | When a configured date/frequency (daily/weekly/monthly) or a condition such as contract start date is met | Retrieve, create, update, or delete an identity    | Keeps user information up to date automatically based on a specific schedule. You can also use this to bulk-delete accounts with no connected services (0 services). |
| [Device alert](/en/it-management/workflows/lrui518kt0-device-alert)                     | When a specific device change or alert is detected                                                        | Notify an administrator, change a status, and more | Triggered by device events such as incidents, policy violations, or assignment changes, this immediately runs automated processing or sends a notification.          |
| [Webhook integration](/en/it-management/workflows/ptlpl2j0za-webhook)                   | When an event occurs on an external service (webhook received)                                            | Process a user or run a specific action            | Receives notifications from an external HR system or your own internal system to trigger a workflow in this service in real time.                                    |
| [Custom workflow (build from scratch)](/en/it-management/workflows/tge7rgoibt-workflow) | Any trigger condition you configure                                                                       | Any combination of actions                         | Lets you build your own automation flow with no prior setup, combining any trigger and action without relying on a template.                                         |

<h4 id="prep-required-onboarding-offboarding">
  Workflows That Require Prior Setup (Onboarding/Offboarding)
</h4>

This workflow feature automates the addition of SaaS accounts when employees join. It also automates the deletion of accounts when employees leave.

To run onboarding/offboarding automation (provisioning/deprovisioning), configure the following screens.

1. **Integrations (SaaS connections)**
   Connect the SaaS services you want to automate under Integrations > Integrations. See [**Connecting SaaS Services**](/en/it-management/tutorial/tdxtlisu9v-4) for details.

   If a SaaS service is already connected, check its status under Integrations > Status. You can also navigate to Services > select a SaaS > Info > Workspace Status.

   If the status is not "Synced", refer to [Troubleshooting SaaS Integration Failures](/en/it-management/saas-management/93nahw45is-trouble).

   <Info>
     **SaaS-side requirements:** The target SaaS must be connected with administrator permissions (including API permissions) required for account creation and deletion. Check the administrator permissions granted on the SaaS side.
   </Info>

2. [Pre-configuration for automations (mapping)](/en/it-management/workflows/ms4wo45v27-admina-automation-wic)

3. Set up workflows: [Setting up workflows for employee onboarding](/en/it-management/workflows/ygzni03g1c-admina-automation-wic-ggx), [Setting up workflows for employee offboarding](/en/it-management/workflows/clsb6alwrc-admina-automation-rtp)

4. [Directory (configure trigger fields)](/en/it-management/workflows/n2msl3q9um-admina-automation#directory-trigger-settings)

#### Creating and Publishing a Workflow

1. Go to Automation and click **\[Create Automation]**.
2. Select the template you want to use.
3. In the builder screen, specify the **Trigger** and **Action**, click **\[Publish]**, and enter a name to complete the setup.

<Info>
  After publishing, confirm that the status (toggle switch) is ON (enabled) on the Automation list screen. The workflow runs automatically when its conditions are met.
</Info>