---
title: "Automations and Actions (Cloud)"
slug: "automations-and-actions-cloud"
updated: 2026-01-13T14:38:21Z
published: 2026-01-13T14:38:21Z
---

> ## Documentation Index
> Fetch the complete documentation index at: https://documentation.lakesidesoftware.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Automations and Actions (Cloud)

This elective course takes a deeper dive into how automations and the underlying actions are created.

You will receive a Certificate of Completion at the conclusion of this course. There is no certification exam for this elective course.

[Sign in](https://academy.lakesidesoftware.com/elective-automations-and-actions) as a SysTrack customer to start this course.

## Prerequisite

SysTrack Administrator course

## Course Objective

- Describe the difference between an automation and action
- Use the Action Builder to create an action
- Approve and enable an action
- Associate an action with an automation
- Schedule an automation to run when a sensor is triggered
- Run an automation manually
- Import and export automations and actions

## Course Outline

- Introduction
  - Course Overview
  - Concept Review
- Creating and Approving Actions
  - Anatomy of an Action Package
  - Using the Action Builder
  - SysTrack tools used:
    - Configure: Automations and Collection Extensions > Action Governance
  - Approving and Enabling Actions
  - SysTrack tools used:
    - Configure: Automations and Collection Extensions > Action Governance
- Working with Automations
  - Creating an Automation and Assigning an Action
  - SysTrack tools used:
    - Configure: Automations and Collection Extensions > Automations
  - Schedule an Automation
  - SysTrack tools used:
    - Configure: Roles > Tool Schedules
  - Manually Running an Automation
  - SysTrack tools used:
    - Prevent: Current Issues > Take Action
    - Resolve: Tools
    - Assist: Tools
    - Self-Help App: Tools
- Additional Topics
  - Key Pair Security
  - SysTrack tools used:
    - Configure: Automations and Collection Extensions > Publisher Key Management
  - Importing and Exporting Automations and Actions
  - SysTrack tools used:
    - Configure: Automations and Collection Extensions > Automations
  - Configure: Automations and Collection Extensions > Action Governance
  - Unpacking Factory Actions
  - SysTrack tools used:
    - Configure: Automations and Collection Extensions > Action Governance
    - Signing Actions With Your Own Certificate
- Conclusion

Tags: Configure, Prevent, Resolve, Assist, Self-Help, Action Builder, Automations