# Workflow/UX requests for automations

**URL:** https://meta.discourse.org/t/workflow-ux-requests-for-automations/370716
**Category:** Feature
**Tags:** automation
**Created:** [June 18, 2025, 4:07pm UTC](https://meta.discourse.org/t/workflow-ux-requests-for-automations/370716 "2025-06-18T16:07:50Z")
**Posts on this page:** 4
**Page:** 1

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### Author: ![ganncamp](https://sea3.discourse-cdn.com/meta/user_avatar/meta.discourse.org/ganncamp/32/106199_2.png) [@ganncamp](https://meta.discourse.org/u/ganncamp)
#### Post date: [June 18, 2025, 4:07pm UTC](https://meta.discourse.org/t/workflow-ux-requests-for-automations/370716/1 "2025-06-18T16:07:50Z")

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We’re getting into automations now. Specifically, I’m starting to send reports to groups in my company. I’m starting to wish for a smoother UI:

- I’ll be sending the same report to multiple groups, customized for that group. I’d like to have a starting point of duplicating an already-configured automation so all I have to do is change the automation name, email and report parameter

- If I want to save state in the UI while I’m creating a report automation - let’s say I want to enable it so I get the ‘Trigger Now’ button for testing - `Update automation` kicks me out of editing the automation and I have to click back into it before I can continue ☹  
Another use case is that I’m adding the key/value parameter pairs to the report. Saving that dialog kicks me out of editing the automation 😠

- _From the automation_ give me an easy option to get to the report its running. The use case here is

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### Author: ![sam](https://sea3.discourse-cdn.com/meta/user_avatar/meta.discourse.org/sam/32/102149_2.png) [@sam](https://meta.discourse.org/u/sam)
#### Post date: [June 19, 2025, 11:35pm UTC](https://meta.discourse.org/t/workflow-ux-requests-for-automations/370716/2 "2025-06-19T23:35:56Z")

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Thanks for the great feedback here! Alerting the staff experience team about it.

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### Author: ![ganncamp](https://sea3.discourse-cdn.com/meta/user_avatar/meta.discourse.org/ganncamp/32/106199_2.png) [@ganncamp](https://meta.discourse.org/u/ganncamp)
#### Post date: [June 23, 2025, 12:09pm UTC](https://meta.discourse.org/t/workflow-ux-requests-for-automations/370716/5 "2025-06-23T12:09:07Z")

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One more: I was able to save an `enabled` report automation without specifying the Recurrence unit 🤦‍♀️  
Simply filling in the number was enough to satisfy the required-ness of the field. E.G.:

 ![Selection_026](https://global.discourse-cdn.com/meta/original/4X/9/d/6/9d68eeb802dd4543dfa5b6234e4f8c38d73b2b26.png)

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<div class="post-metadata">

### Author: ![ganncamp](https://sea3.discourse-cdn.com/meta/user_avatar/meta.discourse.org/ganncamp/32/106199_2.png) [@ganncamp](https://meta.discourse.org/u/ganncamp)
#### Post date: [February 13, 2026, 12:18pm UTC](https://meta.discourse.org/t/workflow-ux-requests-for-automations/370716/6 "2026-02-13T12:18:46Z")

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Let me customize the message title per automation. I’m sending the same report to multiple groups and cc-ing myself. Being able to put the group name in the subject line / title would be very helpful.
