How Do I Create an Automation?

What is an Automation?

Automation (formerly OneTouch) is a feature that lets you set a group of rules for one or more pieces of equipment that runs automatically or with a single tap. For example, if you want to turn on the lights in three different rooms at one time or know if a set of windows or doors is open, set up a OneTouch.

1. Click on Equipment on the menu bar.
2. Select Automation.
3. Click Add a new Automation.
4. Name your Automation.
5. Click the Plus sign on the When
   1. Select the State of Equipment– such as the piece of equipment, temperature limits and on/off;
   2. Set Time of Day
6. Click the Plus sign on the Do This
   1. Select the Send me a notification if you want to receive an email and/or text message if the “When” rule is triggered;
   2. Change a device property if the “When” rule is triggered
7. Click the Plus sign on the Then Do This Later line if you like to add additional rules.
   1. Select the State of Equipment criteria – such as the piece of equipment, temperature limits and on/off
8. Review your Automation rule set.
   1. Edit or add additional “When” or “Do This” rules
9. Click Save.
   1. If you have a MyStatus created, you will be offered the opportunity to include the Automation in the MyStatus.
      1. Click the MyStatus tile to add your Automation.
      2. Click Next
10. Pin or unpin the Automation to your Dashboard
11. Click Save.

The new Automation is automatically enabled to run and appears as a tile on the Automation home screen. If you pinned the Automation, it also appears on the Dashboard.

See also “Editing An Automation”