DocsAutomations
How automations work
Sign in to try itOrganization installs, member connections and health.
Updated Sep 24, 2026·1 min read
Automations bring recorded calls into Salesy and send results out. There are two kinds.
| Kind | Connected by | Covers |
|---|---|---|
| Organization automation | An owner or admin | Everyone in the organization |
| Member automation | Each member, with their own login | Only that member |
Admins choose which member automations are enabled. Disabling one disconnects it for every member who had it, and they’re notified.
Health
Each automation shows Healthy, Needs attention or Disconnected. Admins get an audit notice whenever one is connected, changed or stops working.
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