TLDW: In short, Umbraco Automate is your new drag-and-drop Automation tool in Umbraco. It lets you create automations using triggers and actions to help you optimize content production, customer journeys, and setup approval steps. Automate comes with a set of native triggers and actions and is fully extendable, allowing you to build custom triggers and actions that benefit your exact workflows. Automate is open source and available today for Umbraco 17+.
Native automations with no limitations
Think about your current digital setup: when a new customer signs in, an onboarding email needs to go out. Simultaneously, your sales team needs a Slack notification, and a unique discount code must be generated. Historically, setting up these multi-step sequences meant jumping between external SaaS platforms, paying third-party middleware, keeping an eye on limited runs, or waiting for a developer deployment.
Umbraco Automate changes that entire setup from day one.
With an intuitive, built-in drag-and-drop canvas and native triggers and actions already available, developers and growth teams can build simple or highly complex "if this, then that" paths directly inside the CMS UI. For digital teams, this changes how campaign logic is executed, giving you full operational autonomy over customer journeys, reducing your time-to-market for new optimization loops from weeks to minutes.
One of the best parts?
You never have to worry about hitting an operational ceiling. Umbraco Automate comes with zero limits on your runs, triggers, users, or actions. This changes how you manage your automated logic, giving you the freedom to design a setup that fits your exact business processes without worrying about volume caps or hidden subscription penalties.
Flexible, customizable, and fully extendable
Our 3 favourite Umbraco words ;) And possibly yours as well. Like the majority of our offerings, you get full flexibility to automate processes in a way that suits your business.
The open-source nature of Automate lets you connect your entire tech stack and allows you to build your own triggers and actions both within the CMS and between software. Since the beta announcement at Codegarden, we’ve already seen community members taking advantage of this. Take a look at Owain Willams, for example, he’s already built an automation that lets you post directly from Umbraco to LinkedIn without ever leaving the backoffice. Or Paul Wright, who’s built a package that lets Umbraco Automate send instant push notifications straight to your phone.
On the Umbraco Marketplace, you can get an overview of all the current packages you can connect to Umbraco Automate. And if you’re missing something, why not do like Paul and Owain and create a package that solves the problem - not just for you, but for everyone in the Umbraco ecosystem 🙌
Packages that support and extend Automate today
We’re sure the Marketplace will get more helpful packages that support Automate in the coming months. But rest assured that some of the biggest ones are already out, including:
Umbraco HQ add-ons:
Umbraco Forms - Lets you, for example, post to a channel when a form is submitted, or export entries on a schedule.
Umbraco Deploy - Lets you do content exports and imports, task completions and failures, disk operations, and more.
Umbraco Engage - E.g., fire a goal when a form is submitted, or react when an A/B test goes live.
Umbraco Commerce - Set up automation for e.g. tagging an order when a discount code is redeemed, or notifying a channel when stock runs low.
Umbraco Workflow - E.g., notify a channel when a workflow is rejected, or escalate when reminder emails pile up.
Umbraco UI Builder - E.g., notify a channel when a record is created, sync data when an entry is updated, or clean up related records when an item is deleted.
External Umbraco packages:
AI productivity with a human-in-the-loop
Automate is a perfect match with AI. You can set up automations within the CMS that call your favorite AI agent to e.g., write an ALT text for an image, transcribe a media file, or create a summary of a blog post - all without having to leave the backoffice.
An automation is exposed as a tool that Umbraco.AI.Agent can call. So when an editor makes a request in Umbraco Copilot, the agent invokes that automation tool to kick off the corresponding steps. For example, “add these pictures to the Black Friday campaign” triggers an automation that generates ALT text and SEO caption, files the images in the right folder, and notifies the folder owner.
For content editors and marketing teams, this speeds up the “boring-but-necessary” parts of content production, and with the right approval flow, you can always make sure that your team reviews every output from AI before it goes live to protect your brand.
If you want to explore these functionalities, check out the Umbraco AI Automate package.
