Automations
Create, customize, and troubleshoot automated workflows — from triggers and actions to scripting and execution history.
70 articles
Getting Started
Learn how automations work in Level — triggers, actions, assignment, and execution flow.
Automations OverviewAutomate IT tasks across your devices using triggers to detect conditions and actions to respond to them.
Building AutomationsA step-by-step walkthrough for building an automation from scratch, using a Windows patching workflow as the example.
Automation VariablesPer-automation variables for storing and passing data between automation steps, scripts, and action conditions.
System VariablesBuilt-in variables that expose device and group context in any automation or script that supports variable rendering.
Resource LibraryBrowse and import pre-built automations, monitors, and scripts from Level's resource library.
Triggers
Configure what starts an automation — schedules, events, alerts, or manual execution.
Trigger ConditionsFilter which devices a trigger applies to using conditions based on platform, group, tag, status, and more.
Manual TriggerRun any automation on demand by adding devices directly — from the automation pipeline, Actions menu, or device listing.
Scheduled TriggersFire an automation on a recurring schedule or at a specific date and time.5 articles
Device TriggersFire an automation in response to device lifecycle events, like a new device enrolling or a device moving between groups.3 articles
Tag TriggersFire an automation when a tag is applied to or removed from a device.2 articles
Other TriggersFire an automation from external systems or in response to data changes, using webhooks or custom field updates.2 articles
Actions
Reference for every available automation action, including install, uninstall, run script, restart, and patch.
Actions OverviewAdd, configure, and reorder the actions that run when an automation fires.
Action ConditionsRestrict when an action runs using conditions based on OS, device type, custom fields, variables, and prior action outcomes.
SystemRun scripts, restart devices, manage processes and services, and interact with the Windows registry.8 articles
FlowControl automation execution with approvals, delays, branching, and nested automation calls.4 articles
FilesDownload files to a device from a direct URL or other source.2 articles
LevelManage device state within Level: set custom fields, create alerts, apply or remove tags, assign groups, toggle maintenance mode, and delete devices.8 articles
SecurityInstall OS updates, manage Windows Defender, and control disk encryption.8 articles
App ManagementInstall, uninstall, and upgrade applications using Winget or Homebrew.10 articles
NotificationsNotify technicians or end users via in-app alerts, SMS, or email.5 articles
OtherMake outbound HTTP requests to external systems.1 article
Scripts
Create, edit, and organize scripts in the script library. Supports PowerShell, Bash, Python, and more.
Scripting OverviewBuild and manage a reusable script library in Level for use in automations, monitors, and ad-hoc device runs.
Ansible Scripting GuideRun Ansible playbooks on managed devices using Level's scripting engine, with setup instructions for Unix and Windows endpoints.
Files
Upload and manage files used within automations for deployment or configuration tasks.
Files OverviewUpload and manage files in Level's built-in repository for use in automations and scripts.