Automate tasks with customized automations

Use Intuit Intelligence to automate routine business workflows with customized automations. Describe the task you want in plain English, and Intuit Intelligence creates the automation and schedules it to run automatically. You stay in control because any outward-facing action waits for your review and approval.

This article explains how to use Intuit Intelligence to create a customized automation, manage it in the Automations hub, and review its activity. To create, edit, or delete a customized automation, you must have the required permissions required in QuickBooks Online.

Create a customized automation

You can build an automation by describing exactly what you want it to do, in plain English.

1. Open ‌Intuit Intelligence.
   Tip: Select the Intuit Intelligence icon .
2. Describe the workflow you want to automate. For example: "Create an automation that emails me a profit and loss summary every Friday" or "Make an automation that drafts reminder emails for invoices 3 days overdue."
3. Review the draft automation that Intuit Intelligence creates, including the schedule, trigger, and output.
4. Describe any changes you want. For example: "Change it to run on Mondays instead."
5. Review the live preview, which uses your actual business data.
6. If prompted, select Confirm and save.

Your automation is active and runs automatically on the schedule you set.

Manage your automations in the Automations hub

The Automations hub is your dashboard for every customized automation running in your account. Once you open Intuit Intelligence, select the ellipses icon, then select Automations. Here you can:

• Review previous runs (run history).
• Review active automations, their status, and next scheduled run.
• Select an automation to pause, resume, or edit it.
• Check for failure notifications that need your attention.

Review and approve high-stakes actions

To keep you in control, customized automation won't send any outward-facing action without your review and approval.

1. When an automation finishes drafting a task, you'll get a notification by email, push, or in-app, depending on your notification preferences.
2. Select the notification to review the drafted content.
3. Approve or edit the content before the action goes out.

Track automation activity in the Audit Log

Every action a customized automation takes is tracked in your QuickBooks Audit Log. Audit Log is available per-client only.

• Actions appear under your name, followed by “via Intuit Intelligence”. For example: "Jane Doe via Intuit Intelligence."
• Check the Audit Log any time you want to confirm exactly when an automation ran and what it did.

Manage client automations in Intuit Accountant Suite (IAS)

If you're an accountant using Intuit Accountant Suite (IAS), you can use customized automations for multiple clients, but it does not provide governance or lock controls.

• Create and manage the same customized automation across multiple clients. This way, clients can follow the same workflow without setting up each automation separately.
• Pause, resume, or edit automations as needed for a specific client.

Related articles

• Introducing Intuit Intelligence
• User roles and access rights
• Use the audit log in QuickBooks Online