> For the complete documentation index, see [llms.txt](https://docs.shortcutco.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.shortcutco.com/readme/automations/automations-list-+-triggers-exact.md).

# Automations library + trigger guide

This page shows the current built-in automations in Shortcut and what starts each one. [Open Automations →](https://shortcutco.com/automations)

{% hint style="info" %}
The custom builder includes additional trigger, filter, and action options beyond the built-in library.
{% endhint %}

## Built-in library automations

These are the ready-made automations Shortcut currently ships for company admins.

<figure><img src="/files/uqrBFRHAmpUvhnSZui3t" alt="Automation detail page showing trigger and actions"><figcaption><p>Detail pages show the exact trigger, filters, and actions.</p></figcaption></figure>

### Leads

#### New Lead Welcome

**What it does:** Sends a welcome or confirmation message after a new lead comes in.

**Trigger:** A new lead is created.

### Proposals

#### Proposal Sent

**What it does:** Sends the customer their proposal and next steps.

**Trigger:** A proposal is sent.

#### Proposal Reminder

**What it does:** Follows up on a proposal that still has not been accepted.

**Trigger:** The proposal remains unaccepted after the configured delay.

#### Proposal Voided

**What it does:** Lets the customer know the proposal is no longer valid.

**Trigger:** A proposal is voided.

### Jobs

#### Job Scheduled

**What it does:** Confirms the customer has been scheduled.

**Trigger:** A job is scheduled.

#### Job Rescheduled

**What it does:** Shares the updated schedule after a job changes.

**Trigger:** A scheduled job is moved to a new date or time.

#### Job Canceled

**What it does:** Notifies the customer that a visit has been canceled.

**Trigger:** A scheduled job is canceled.

#### Day-Before Reminder

**What it does:** Sends a reminder before the visit to help reduce no-access issues and surprises.

**Trigger:** It is the day before the scheduled visit, using your configured send timing.

### Payments

#### Invoice Paid

**What it does:** Confirms that a payment was received.

**Trigger:** An invoice payment succeeds.

#### Invoice Overdue

**What it does:** Follows up on an unpaid invoice after the due date.

**Trigger:** The invoice is still unpaid after the configured overdue delay.

#### Payment Failed

**What it does:** Helps the customer recover from a failed charge.

**Trigger:** A payment attempt fails.

## Custom automations on Optimize

You can build your own automation instead of relying only on the library.

The current trigger catalog includes:

* **New user**
* **User status change**
* **Estimate sent**
* **Estimate reminder**
* **Estimate voided**
* **New message**
* **Estimate accepted**
* **Estimate rejected**
* **Job schedule**
* **Job reschedule**
* **Job canceled**
* **Job day before**
* **Job completion**
* **Invoice created**
* **Invoice overdue**
* **Invoice paid**
* **Payment failed**
* **New inquiry from webform**
* **When...** for scheduled recurring automations

## Timing options in the custom builder

Custom automations can use timing steps such as:

* **After...** for a delay
* **Wait until...** for a weekday and time window

These timing rules use your company timezone.

<figure><img src="/files/zGlBZXUkQ2t74hwSuA4y" alt="Automation detail page with timing and action settings"><figcaption><p>Use timing settings to understand when an automation will send.</p></figcaption></figure>

## Action types in the custom builder

Current action options include:

* **Send email**
* **Send SMS**
* **Add task**

## Filters you can use in custom automations

Depending on the trigger, you can filter using details such as:

* user status (lifecycle stage)
* property size
* property distance
* property address
* services
* recent activity
* job schedule
* job value

Service-based filters are tenant-specific, so the list of services depends on what your company has already created in Shortcut.

{% hint style="info" %}
All automations support merge tags, and many support configurable delays. For a broader overview, see [Automations](/readme/automations.md).
{% endhint %}

<details>

<summary>Still stuck?</summary>

Email **<hello@shortcutco.com>** with the automation name and a screenshot of its settings.

</details>