Wrike’s Automation Engine
Wrike’s Automation Engine is a simple solution that helps to reduce the amount of manual repetitive work, speed up the process, and minimize the rate of human error. So with Automation Engine, instead of handling all the work by yourself, you and your team can employ the rule-based automation of various actions with tasks and projects.
Automation Engine is easy to use and doesn’t require any coding experience to create the automation rules. The rules have a simple “IF …, THEN …” structure. The automation rule constructor guides you through the three-step rule creation process. All you need to do is let Wrike know:
Which tasks or projects to apply the rule to
When to trigger the rule — the “IF” statement
What should happen when the rule is triggered — the “THEN” statement
Here’s a couple of popular automation rule examples:
IF the statuses of tasks (from a certain project) don’t change for 5 days from "Pending changes," THEN @mention assignees and leave a comment.
IF the status of projects (from a certain space) changes to "Completed," THEN move the projects to the "Archive" folder.
In each account, you can create up to 100 automation rules.
There’s a monthly limit to the number of actions performed via automation in the account. For Business Plus (and legacy Business) accounts, it’s 200 actions per each paid seat monthly. For Enterprise Standard (and legacy Enterprise) accounts, it’s 1,000 actions per paid seat monthly, on Enterprise Pinnacle it's 1500 actions/seat. When the limit is reached, all rules will be disabled automatically, and Wrike will notify all account admins by email. Wrike will also send separate email notifications to all admins when your account has 50% and 10% left of the total monthly action limit.
Account admins and owners can check your account's actions limit and how many actions were performed this month by automation rules in the Account Management section. To do that, click your profile image, select Settings, and click Automation in the panel on the left. 1
You’ll see the performed action number for each rule in the rule list under the Actions, this month column. Select the Current Usage tab 2 to see the action limits and the total number of actions performed by all account rules.
There's also a limit to the number of actions per minute. If an automation rule performs more than 200 actions per minute, it will be automatically disabled. Additionally, if a rule performed more than 100 actions per minute for the last 5 minutes, it'll be disabled. In both cases, the rule creator or the user to whom the ownership of the rule was transferred will receive a notification that their rule was disabled.
Each automation rule can have one trigger (the IF statement) and up to 10 actions (the THEN statement).
Whenever an action is executed via Automation Engine, it appears in the task/project stream with the Automation Bot as the author. The same is true for the Activity Report.
Existing active automation rules won’t be triggered if the tasks or projects that the rules should apply to were initially created through API, mass actions, or Excel import. However, if you later make manual changes to these tasks or projects or edit the existing active rules, these rules will be triggered by the items initially created through API, mass actions, or Excel import. Additionally, any automation rules that are created or enabled after the initial creation of tasks and projects via API, mass actions, or Excel import will also be triggered.
Automation rules won't be triggered in case the changes to tasks or projects are made by another automation rule.
If the rule that you created stops working in case its conditions are no longer operable, Wrike will automatically disable the rule and notify you by email.