---
title: "Automation"
slug: "automation-2"
updated: 2026-10-22T15:02:16Z
published: 2026-10-22T15:02:16Z
canonical: "docs.safe.security/automation-2"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://docs.safe.security/llms.txt
> Use this file to discover all available pages before exploring further.

# Automation

You can find these options in the [Automation](https://rs002tra.balbix.net/app/d3/automation) menu.

**What You Can Do Here**

- Launch the automation setup using the **Create Automation** button.
- Assign a name and select the data type (Asset, Asset Vulnerabilities, Applications, or AppSec Findings) in the **Automation Configuration** step.
- Define the automation scope using the **Scope of Automation** filter panel.
- Apply conditions by configuring parameters within the **Filter Builder**.
- Choose a trigger type in the **Automation Trigger** section: upon next evaluation, on schedule, or on specific date and time.
- Select an action type in the **Action Configuration** step: **Send Slack**, **Send Email**, **Send Export**, **Create Ticket**, **Create Remediation Project, Create Exception, Add Tags, Remove Tags, set Element Attributes**.
- Set ticket-specific options using the **Ticketing System Parameters** form.
- Save the rule by clicking **Create Automation**.
- Modify or remove existing rules using the **Edit Automation** and **Delete Automation** options.

[Embedded content](https://scribehow.com/embed/Automation__DfN5xeXzR7GPq4Nes7AO5g?as=scrollable)

You can also see the walkthrough [in this link](https://scribehow.com/shared/Automation__DfN5xeXzR7GPq4Nes7AO5g?referrer=documents)

> ### See Also:
> 
> [Exceptions](/balbixhelp/docs/exceptions-1)

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