Organising Automations with Folders and Types

As your workspace grows, the Automations page can fill up fast. Folders let you group automations however makes sense for your team: by client, by function, or by project. The type buckets on the left let you filter to just the kind of automation you want to work on. Head to https://app.trustpager.com/auto/automations to get started.

The Left Column

The left column of the Automations page has two sections:

• Folders, at the top. Create and manage folders to group your automations.
• Type, below the folders. Four buckets: Automations, CRM Workflows, Auto Queues, and Auto Schedules. Click any bucket to show only the automation rows that belong to that primitive.

Creating a Folder

In the Folders section, click the plus icon to create a new folder. Give it a name and confirm. The folder appears in the sidebar immediately and is ready to receive automations.

Folders are organised per type: a folder you create while viewing the Automations bucket is separate from one you create under CRM Workflows. This keeps each type's folder list clean and relevant.

Moving an Automation into a Folder

On the automation you want to file, click the Move button on the card (it sits in the action row alongside the Edit button, and has a folder icon). Choose the destination folder from the dialog, or choose No Folder to remove it from any folder, then confirm. The card moves immediately.

Renaming and Deleting Folders

Hover over a folder in the sidebar to reveal its rename (pencil) and delete (trash) icons, or right-click the folder for a Rename / Delete menu. You can also double-click a folder name to rename it inline. Deleting a folder does not delete the automations inside it; they simply move back to No Folder.

Filtering by Type

The Type section shows four buckets:

• Automations: standard trigger-and-action automations you build in the automation builder
• CRM Workflows: stage-change automations bound to pipeline stages
• Auto Queues: timed multi-step sequences (see https://trustpager.com/help-center/how-to-set-up-auto-queues)
• Auto Schedules: time-based scheduled automations

Clicking a bucket filters the main list to show only automations of that type. This is a view filter, not a separate section; the automations themselves live in one list and the bucket just narrows what you see.

Note: The Auto Queues and Auto Schedules items in the main navigation still exist for managing the queue and schedule objects themselves. The type buckets on the Automations page let you see and organise the underlying automation rows in context alongside everything else.

Using Folders and Types via API or AI Agent

The same organisation is available programmatically. You can create, rename, and delete folders with the create_automation_folder, update_automation_folder, and delete_automation_folder tools, and move an automation into a folder by passing a folder field to update_automation. Use list_automation_folders to see what exists before creating a new one.

Tips

• Name folders after the team function or client they serve, like "Lead Nurture", "Onboarding", or "Post-Sale", so anyone on the team can find what they need without hunting.
• Use the type buckets to do a quick audit: click CRM Workflows to see all your stage-change automations in one place, or Auto Queues to review your nurture sequences.
• Folders are per type, so a folder called "Onboarding" under Automations is independent from one called "Onboarding" under CRM Workflows; you can use the same names across types without collision.