Annot8

Feedback automations

Rules that run on new threads, new comments, and status changes — set a field, assign an owner, or ping the team.

An automation is a rule on a project: when this happens, and these conditions hold, do these things. Manage them in Project → Automations.

The rule builder reads as a sentence — When (the trigger), If (the conditions), Then (the actions) — and offers starter templates such as "Triage reports with console errors", "Route one page to its owner", "Acknowledge every report", and "Send critical bugs to the Agent". Each rule shows when it last fired.

Anatomy of a rule

Trigger

Exactly one of:

TriggerFires when
New feedback (thread_created)New feedback arrives
New comment (comment_created)Someone replies on a thread
Status changes (status_changed)A thread's status moves

Conditions

All optional; every one you set has to hold for the rule to run.

ConditionMatches on
EnvironmentThe environment the thread was filed into
TypeThe thread's issue type
PriorityThe thread's priority
StatusThe thread's status
LabelThe thread has a given label
SentimentPositive, neutral, or negative (from AI triage)
DeviceDesktop, tablet, or mobile
SourceA widget pin or a feedback form
Has console errorsThe report captured console errors
Has failed requestsThe report captured failed network requests
Page pathSubstring of the page path
TitleSubstring of the thread title
Latest commentSubstring of the most recent comment

Text matches ignore case.

Leave everything blank and the rule runs on every event of that trigger.

Actions

Any combination of:

  • Set priority, Set type, Set status
  • Assign to a workspace member
  • Add labels — merged onto the thread's existing labels
  • Post a comment — posted as Automation · <rule name>; {title}, {path}, and {url} fill in from the thread
  • Notify Slack, email, Discord, Teams, or a webhook — through the integrations you've connected
  • Open a ticket in Linear, Jira, or GitHub, with the thread's context
  • Run the Agent on the thread — needs a paid plan and an available Agent credit; without one the action is skipped

There's no action to unassign or remove labels — rules only add.

Recipes

Route critical production bugs to the on-call engineer. Trigger thread_created; conditions environment = Production, priority = Critical; actions assign to that person, notify Slack.

Catch checkout problems wherever they're reported. Trigger thread_created; condition URL path contains /checkout; actions set priority High, notify Slack.

Acknowledge a reopened thread. Trigger status_changed; condition status = Open; action notify email.

Send everything from the client's staging link to one owner. Trigger thread_created; condition environment = Staging; action assign to the account lead.

Behaviour worth knowing

  • Every matching rule runs. Rules aren't ordered and there's no first-match-wins. If two rules both set priority, the last one to apply wins — so prefer conditions specific enough that two rules don't fight.
  • Rules don't re-trigger each other. A rule that changes status does not fire your status_changed rules, so you can't build a loop by accident.
  • Failures are contained. A rule whose Slack webhook is broken doesn't stop the other rules or the rule's other actions, and never blocks the thread from being created.
  • Only the most recent comment is matched. "Comment contains" looks at the latest comment on the thread, not the whole history.
  • Rules are per project. Copy a rule into each project that needs it.

Automations or integrations?

They overlap, and it's worth being deliberate:

WantUse
Every new thread posted to a channelAn integration
Some threads posted, based on conditionsAn automation with Notify Slack
A ticket created in Jira / Linear / GitHubThe thread's right-click Create issue menu, or an automation with Open a ticket
Feedback pushed into your own systemAn outbound webhook

Automations need the matching integration — Slack, email, Discord, Teams, a webhook, or the tracker — already connected before their notify and ticket actions can deliver anything.

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