Overview

The Automation feature in Fireblocks allows you to create automation rules that automatically initiate certain actions based on the triggers and conditions you define. After creating automation rules, they are saved on the Automation page and can be activated or deactivated as needed.

By default, your workspace's Owner, Admins, Signers, and Editors can create and manage automation rules without approval. If you want to require approval for automation rule management, the Owner must first go to Settings > Quorums > Approval groups > Automation > Edit and toggle on Require this group to approve the creation, editing, activation, and deactivation of automations. Then, the Owner or Admins can define the appropriate Approval group, as well as whether the Owner must be a part of the approval process. The Approval group can be your Admin Quorum or a different user group defined in your workspace.

Automation rules are made up of three items:

• Triggers: The event that triggers the rule.
• Conditions: The criteria that must be met to initiate an action.
• Actions: The type of action to initiate.

Learn more about all options when creating an automation rule.

Prerequisites

1. Create a dedicated automation user.
   • Until the automation user is set up, you can create automation rules but not activate them.
   • Currently, each workspace can only have one automation user.
2. Configure Policy rules to allow the automation user to initiate transactions.
3. Set up an API Co-Signer to auto-sign transactions initiated by the automation user, enabling fully hands-off automation.
   • If you don’t set up a Co-Signer, you must manually sign all transactions resulting from your automation rules. If your rules are defined with short time periods, these transactions can back up. For this reason, we recommend using longer time periods for triggering automation rules if you choose to manually sign transactions.