---
title: "Managing Automations"
description: "Learn how to create, edit, and delete automations and steps within Contentstack’s Agent OS."
url: "https://www.contentstack.com/docs/agent-os/managing-automations"
product: "Contentstack"
doc_type: "guide"
audience:
  - developers
  - admins
version: "current"
last_updated: "2026-07-20"
---

# Managing Automations

## Create an Automation

Automations helps you efficiently manage workflows by setting up step-by-step executions triggered by specific conditions. With Automations, you can easily create, edit, and delete automation sequences directly within the Agent OS interface. This guide walks you through managing automations to streamline your tasks.

To create an automation, perform the following steps:

1.  Log in to your [Contentstack account](https://www.contentstack.com/login).
2.  After logging in, click the **App Switcher** icon, then select **Agent OS** from the list.![App\_Switcher\_Icon.png](https://images.contentstack.io/v3/assets/blt2d43f51baca745a8/blt1fdcbdc45f5b75e7/699bc0d1ead2f50008c963a1/App_Switcher_Icon.png)
3.  Click **\+ New Project** or create a new one.
4.  In the top navigation panel, click **Automations**.  
    ![Automations\_Icon.png](https://images.contentstack.io/v3/assets/blt2d43f51baca745a8/blt820ca908806084ce/699bc07fa6967e0008df4d58/Automations_Icon.png)
5.  Click **\+ New Automation**. From the dropdown, select **Create New**.  
    ![Create\_New\_Automation\_button.png](https://images.contentstack.io/v3/assets/blt2d43f51baca745a8/blt094d50c316ed4d3d/699bc08045700700085f5a77/Create_New_Automation_button.png)
6.  In the **Create New Automation** modal, provide an **Automation Name** and an optional **Description**. Click **Create**.  
    ![Create\_Automation.png](https://images.contentstack.io/v3/assets/blt2d43f51baca745a8/blt4988549bcba86d73/699bc07f624a07000845fd57/Create_Automation.png)
    
    **Additional Resource:** Refer to the [Get Started with Automations](< /docs/agent-os/get-started-with-automations>) documentation to learn the automation configuration.
    

## Edit Automation Details

You can edit the primary details of an automation, i.e., its **Name** and **Description**.

To do so, perform the steps given below:

1.  Navigate to the Automations listing page, click the vertical ellipses, then click **Edit**.  
    ![Edit\_Automation.png](https://images.contentstack.io/v3/assets/blt2d43f51baca745a8/blt0ebd0b7a76f144f2/699bc080370b580008b41ced/Edit_Automation.png)
2.  In the **Edit Automation** modal, provide the new **Name** and **Description** of the automation. Once you have updated the details, click **Update**.  
    ![Update\_Automation.png](https://images.contentstack.io/v3/assets/blt2d43f51baca745a8/bltaf428d9c5aadfbff/699bc0805a4f77000823282d/Update_Automation.png)

## Delete an Automation

To delete an automation, perform the steps given below:

1.  Navigate to the Automations listing page, click the vertical ellipses, then click **Delete**.  
    ![Delete\_Automation.png](https://images.contentstack.io/v3/assets/blt2d43f51baca745a8/blt10a5796798765d31/699bc0803f35720008e049a2/Delete_Automation.png)
2.  In the **Delete Automation** modal, verify and click **Delete** again to delete the automation permanently.  
    ![Delete\_Automation\_Modal.png](https://images.contentstack.io/v3/assets/blt2d43f51baca745a8/bltf3c12eaec9124cdb/699bc07f2b6dd50008a89f03/Delete_Automation_Modal.png)

## Delete a Step

To delete a step, perform the steps given below:

1.  Click the **Configure Action Step** tab (in our case, Transform). ![Delete\_Transform\_Step.png](https://images.contentstack.io/v3/assets/blt2d43f51baca745a8/blt7c3bfe899ea893fb/699bc0867603c100089f20e7/Delete_Transform_Step.png)
2.  Click the vertical ellipses, then click the **Delete Step** icon. ![Delete\_Step.png](https://images.contentstack.io/v3/assets/blt2d43f51baca745a8/blt60a628b9ccdbf717/699bc0808b33e4000870c689/Delete_Step.png)
3.  Confirm your action by clicking the **Delete** button.![Delete\_Step\_Modal.png](https://images.contentstack.io/v3/assets/blt2d43f51baca745a8/bltbd4ab4fbbe7b4a2d/699bc085da5d88000881eea7/Delete_Step_Modal.png)
4.  You can also delete the step from the configured action as shown below:![Delete\_Step\_from\_Configuration\_Step.png](https://images.contentstack.io/v3/assets/blt2d43f51baca745a8/bltccb94a3533ce7962/699bc08531a5c5000890e902/Delete_Step_from_Configuration_Step.png)

## Rename a Step

To rename a step, perform the steps given below:

1.  Click the action tab (in our case, **Transform**).![Edit\_Automation.png](https://images.contentstack.io/v3/assets/blt2d43f51baca745a8/blt0ebd0b7a76f144f2/699bc080370b580008b41ced/Edit_Automation.png)
2.  Click the edit icon visible on the action header to rename the step.![Edit\_Step\_Name\_Icon.png](https://images.contentstack.io/v3/assets/blt2d43f51baca745a8/blt88bcb452c7b6e41c/699bc086db043d0008254232/Edit_Step_Name_Icon.png)
3.  The **Transform** field becomes editable. You can update the name of the action as required and click the “✔” check mark.![Tick\_step.png](https://images.contentstack.io/v3/assets/blt2d43f51baca745a8/bltfe783f4aa3163d06/699bc086676f8800085c09d5/Tick_step.png)