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Automation Workflows 3.0 is Live

Jul 23, 2024

We have revamped Automations based on usage and user feedback.

#### Important Updates:

**Full backward compatibility:** Automation Workflows 3.0 is fully compatible with previous versions. Current automation will continue using the 2.0 UI, while new automation will adopt the 3.0 UI.

**Future migration:** A migration from 2.0 to 3.0 is planned for a future date.

**No backend/API changes:** There have been no changes to the backend or API.

#### Key changes:

**Left-to-right flow:** The automation canvas now includes various new controls such as zoom options, presets, and an auto-arrange feature for nodes. These controls are consistently placed, following Heron patterns.

**Summary-based nodes:** Nodes no longer contain fields and inputs. Instead, selecting a node reveals all configurable fields and options in the right panel. The node displays a dynamic description of its content for easier at-a-glance reading, allowing more nodes to fit on the canvas.

**New Switch node:** Simplify your workflow by adding all notification cases in one node. Eliminate stacked “if” statements with the new switch node, which supports multiple cases.

**One trigger:** The new trigger node is non-deletable and can be configured to match any trigger requirements.

**Auto-format:** Use the auto-format feature to automatically organize all nodes on the canvas. Nodes remain freeform and can be moved individually as needed.

#### Quality of life improvements:

- Undo-redo functionality

- Connector deletion: Click and press backspace to delete connectors.

- Zoom to Fit

- Node addition: Add nodes via right-click or top bar button.

- Improved draft state

- Fit-view on load

#### Miscellaneous:

- Performance improvements

- Bug fixes

Checkout the [Automation Workflows 3.0 documentation](https://www.courier.com/docs/platform/automations/) for more details.

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