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Update automation documentation to reflect new capa (authorize members + share + dynamic fields + send via template ) #373

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Update automation documentation to reflect new capa (authorize members + share + dynamic fields + send via template ) #373

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@nino-filigran nino-filigran commented Oct 31, 2025 •
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Update doc to:

  • explain component authorize members
  • ability to have variables in authorized members & share to org
  • new CTA in query knowledge to add all knowledge in a single bundle
  • new box to send an email via template
  • explanation of the dynamic fields in playbook, send an email via template

@nino-filigran
Revise automation.md for clarity on playbook steps
161faa9 
Update automation page to fix formatting issues (that appears only when reading the doc, but not when previewing it within github)
@nino-filigran
Add new capabilties & dynamic fields
402dfbe 
- extra option on query knowledge
- new box for authorize members
- explanation of dynamic fields
@nino-filigran
Add files via upload
fbf312a 
Files for automation
@nino-filigran
Update images in automation.md
f2cb2b3 
Update image to show new option in query knowledge + reflect all capa
@nino-filigran nino-filigran linked an issue Oct 31, 2025 that may be closed by this pull request
Playbooks new capabilities #342
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@nino-filigran
Sepcific beahvior (api call direct) for Authorize members & share uns…
802358b 
…hare

Clarify database interaction and playbook behavior for sharing and unsharing entities.
marieflorescontact
marieflorescontact reviewed Nov 3, 2025
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reviewed for Auth members et Orga sharing part

OctaveLaventure
OctaveLaventure reviewed Nov 3, 2025
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I recommend using an AI to proof-read in addition to my review, I probably missed some typos

@nino-filigran
Fix typos and grammatical errors in automation.md
11e4223 
Correct typos and grammatical errors throughout the document.
nino-filigran
nino-filigran commented Dec 9, 2025
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I've changed all requests

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@OctaveLaventure OctaveLaventure Awaiting requested review from OctaveLaventure

@marieflorescontact marieflorescontact Awaiting requested review from marieflorescontact

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Playbooks new capabilities

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