Skip to main content

What are Automations?

Automations is Royaltyport’s no-code workflow builder. It lets you design, test, and deploy multi-step data processing pipelines that run at the organization level. Workflows can call APIs, transform data with AI, run custom code, query databases, send notifications, and more — all without writing a full application.

Key Terminology

TermDescription
ComposerAn orchestrator that chains multiple automations and hooks into an ordered sequence
AutomationA visual workflow built on the canvas with connected steps
StepA single unit of work in a workflow (e.g. HTTP request, code execution, database query)
ConnectorA connection between two steps that defines the execution flow
TriggerWhat starts a workflow — manual, event-based, or scheduled
HookA lightweight action attached to a composer step (e.g. sleep, review, passthrough)

How It All Fits Together

  1. Create a Composer — the top-level orchestrator for your workflow
  2. Add Composer Steps — each step references an automation or a hook (sleep, review, passthrough)
  3. Build Automations on the Canvas — connect steps visually to define the data flow
  4. Test in Test Mode — run your workflow with test data and inspect logs
  5. Deploy to Live — promote your tested workflow to production

Test vs Live Mode

Automations have two modes:
ModePurposeEditingExecution
TestBuilding and debuggingFull editing enabledTest executions only
LiveProductionRead-onlyProduction executions
Build and iterate in test mode, then deploy to promote your configuration to live. Each mode has its own secrets and databases.

Accessing Automations

1

Open your Organization

From the Dashboard, click into your organization.
2

Navigate to Automations

Select Automations from the organization sidebar.
3

Explore the Sidebar

The sidebar lets you switch between composers, libraries, variables, secrets, and databases.

Feature Guide

Composers

Orchestrate multiple automations and hooks in sequence.

Workflow Canvas

Build visual workflows by connecting steps on the canvas.

Steps

All step types, presets, branches, output schemas, and template variables.

Triggers

Manual, event-based, and scheduled triggers.

Test & Deploy

Test mode, live mode, and the deployment flow.

Runs & Logs

Execution history and step-by-step logs.

Secrets

Encrypted credentials for step authentication.

Databases

Internal data stores for your automations.

Variables

Reusable JSON values injected as template strings.

Libraries

Reusable prompts and scripts with test runners.

Example Workflows

Real-world scenarios: catalog sync, contract renewals, statement chasing.