How to Edit an Automation

Editing an existing automation allows you to refine workflows, update triggers, or make strategic adjustments without starting from scratch. Follow these steps to quickly access and modify your automation in Kea.

🛠️ Steps to Edit an Automation

✅ Step 1: Access the CRM

Click on the CRM option from the top menu.

Access CRM screenshot

✅ Step 2: Open the CRM Panel

The CRM dashboard will load with all related tools.

CRM panel screenshot

✅ Step 3: Go to Automations

Select the Automation button from the available options in the CRM panel.

Automation button screenshot

✅ Step 4: Click Edit on Desired Automation

Locate the automation you want to modify and click the “Edit” button next to it.

Edit automation screenshot

✅ Step 5: Redirect to Builder

You will be taken to the Automation Builder, where you can view the workflow.

✅ Step 6: Make Your Changes

From here, you can edit triggers, update steps, or add new actions based on your requirements. Be sure to save your changes before exiting.

💡 Tip:

After editing, run a quick test to ensure the automation behaves as expected.