Skip to main content
Skip table of contents

Create Automation Rules

You can create as many Automation Rules as your organization needs. You can fully customize rules to align with your policies and procedures.

Create an Automation Rule

In the left-hand navigation bar, open Settings (A).

From the Settings page, go to Automation Rules (B) to view all existing Automation Rules and to create new ones (C).

Create Rule BC.png

To add a new Automation Rule (D), choose a name, description, sensitive data detector, and action (e.g., classifying a page with a classification level and optional sub-level).

Create Rule D.png

Once you are happy with the rule configuration, click Create. The new rule (E) will be added to the Automation Rules table.

Create Rule E.png

Need support? We’re here to help 🧡

If you have any questions or would like to speak with us, please don’t hesitate to reach out to our Customer Support team.

JavaScript errors detected

Please note, these errors can depend on your browser setup.

If this problem persists, please contact our support.