> ## Documentation Index
> Fetch the complete documentation index at: https://docs.hiveinspect.com/llms.txt
> Use this file to discover all available pages before exploring further.
# Automations
> Set up automated workflows and notifications in Hive
⏱️ **Estimated time:** \~5 minutes
## Video Tutorial
* Go to the Automation section
* Ensure automations are set up before scheduling any inspections
* Select the type of communication you want to send (e.g., email, SMS)
* Understand the trigger points for scheduling communications
* Click **Import** to select services for the automation
* Note: If no service is selected, the automation applies to all services
* If needed, select specific services for the automation
* Avoid selecting services unless necessary to ensure future inspections are included
* Click **Edit** to modify the automation settings
* Review trigger types, reference names, channels, and delays
* Use stack filters to exclude specific realtors or contacts from receiving messages
* Edit the message body for emails and SMS
* Use placeholders for personalized content
* Use the **Test SMS** feature to see how messages will appear to customers
* Send a test email to yourself to review the customer experience
* Default footer includes your license number, credentials, signature, and photo
* Duplicate inspections as needed
* Use filters to view all inspections and automations
* Use the reports button to access the customer portal
* Customers can enter their email to access reports
* Ensure the custom report placeholder is included in automated emails
