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Automation setup screen examples

Automation setup screen design examples from SaaS apps. Browse examples from Steel, Dock, Voiceflow.

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Steel - Steel | Open-source Headless Browser API screen
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Steel

Modal where the user configures advanced settings like custom user agent, proxy, and captcha solving to start a new session.

Dock - Approval Rules · Dock · Settings screen
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Dock

Creation screen where the user configures a new approval rule by setting a name, selecting applicable teams, and defining logic for billing frequency and approvers.

Voiceflow - Voiceflow | Creator screen
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Voiceflow

Onboarding step where the user selects which channels they want to automate, such as webchat, phone, email, SMS, or other.

Town - Settings · Assistant screen
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Town

Settings modal where the user configures which specific Google Drive actions are enabled for an AI routine.

Mailchimp - SMS Registration submitted! | Mailchimp screen
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Mailchimp

Onboarding step where the user is prompted to review and activate an automated SMS welcome flow after their application is approved.

Missive - (10) Hi, This is Nicelydone - Sent screen
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Missive

Settings page where the user builds an incoming email rule with conditions and actions via a modal overlay.

Linear - Integrations screen
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Linear

Settings page where the user browses and connects third-party integrations like Zapier, Jira, and Zendesk, organized by categories such as Automations and Customer Experience.

Chatwoot screen
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Chatwoot

Settings page where the user creates a new agent bot by providing a name, description, and webhook URL in a modal.

Bird - Data flow 01 | Data flows | Bird screen
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Bird

Detail page where the user configures the destination settings for a specific data flow, including selecting a connector and defining the event name.

Super screen
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Super

Editor page where the user configures a recurring Slack digest by setting its schedule, recipients, destination, and AI instructions alongside a live preview.

Dovetail - Browse – Dovetail screen
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Dovetail

List view where the user configures the run frequency, start date, and time for an AI agent named The Synthesizer via a modal.

Twin - Twin - Automate anything screen
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Twin

AI chat interface where the user is conversing with an agent builder to configure a Daily Delegation Digest automation for their team.

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