Automation Capabilities

This topic describes the different automation capability types, their use cases, abilities, and editing restrictions.

Automation Capabilities - Out-of-the-Box Automations

Use Case

Default automations provided by the system.

Abilities

  • Update automation parameter values

  • Update notification profiles

  • Reset parameters

Editing Restrictions

  • Cannot edit steps

  • Cannot change structure or metadata

Cloned Automations - Not Exported but Exportable

Use Case

Cloned from out-of-the-box automations without structural changes.

Abilities

  • Update metadata and step content

  • Add/remove steps from the end of the graph

  • Reset parameters

Editing Restrictions

  • Cannot change structure in the middle of the graph

  • Notification profile menu is unavailable

Fully Custom or Modified Automations - Exported and Exportable

Use Case

Cloned and modified, or created from blank, import, or AI.

Abilities

  • Full metadata and step updates

  • Add/remove steps from the end of the graph

Editing Restrictions

  • Cannot reset parameters

  • Notification profile menu is unavailable

Cloned Automations - Not Exported or Exportable

Use Case

Limited to 3 default automations:

  • Notify on high rate of blocked connections

  • Repeated Remote Access login to expired accounts

  • Repeated Remote Access login failures (password-only)

Abilities

  • Update metadata

  • Update step content

  • Reset parameters

Editing Restrictions

  • Cannot add/remove steps

  • Notification profile menu is unavailable