Create an automation

This page gives an overview of creating and managing W&B automations. For more detailed instructions, refer to Create a Slack automation or Create a webhook automation.

Requirements

• A team admin can create and manage automations for the team’s projects, as well as components of their automations, such as webhooks, secrets, or Slack connections. Refer to Team settings.
• To create a registry automation, you must have access to the registry. Refer to Configure Registry access.
• To create a Slack automation, you must have permission to post to the Slack instance and channel you select.

Create an automation

Create an automation from the project or registry’s Automations tab. At a high level, to create an automation, follow these steps:

1. If necessary, create a W&B secret for each sensitive string required by the automation, such as an access token, password, or SSH key. Secrets are defined in your Team Settings. Secrets are most commonly used in webhook automation.
2. Configure the webhook or Slack connection to authorize W&B to post to Slack or run the webhook on your behalf. A single connection can be used by multiple automations. These connections are defined in your Team Settings.
3. In the project or registry, create the automation, which specifies the event to watch for and the action to take (such as posting to Slack or running a webhook). When you create a webhook automation, you configure the payload it send.

For details, refer to:

• Create a Slack automation
• Create a webhook automation

View and manage automations

View and manage automations from a project or registry’s Automations tab.

• To view an automation’s details, click its name.
• To edit an automation, click its action ... menu, then click Edit automation.
• To delete an automation, click its action ... menu, then click Delete automation.

Next steps

• Create a Slack automation.
• Create a webhook automation.
• Create a secret.