Automations enable you to build and customize multi-step workflows across Samsara products. Using a no-code builder, you can define condition-based logic that automatically executes actions when specific events occur, helping reduce manual work, improve response times, and ensure consistent operations at scale.
Samsara provides prebuilt automation templates to help you get started quickly with common workflows, such as safety, compliance, and maintenance use cases. You can customize a template by duplicating it, or build an automation from scratch to create a workflow tailored to your specific operational needs. Automations connect real-time Samsara data—such as safety events, compliance conditions, inspections, asset state, or scheduled checks—to predefined actions like notifications, training assignments, work order creation, in-cab alerts, or integrations with third-party systems.
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Access roles: Full Admin role, or a custom role with permissions to create, edit, and view alerts.
Note
Automations are owned by the user who creates them and always run under that user’s access scope. Only users with the same or broader scope can edit an automation.
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Safety workflows also require:
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Safety ENT license or higher
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Dash cam models: CM31, CM32, CM33, or CM34
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To create an automation, you define components within an automation workflow.
Triggers define the "when" for an automation and are grouped by event type (for example: movement, speed, safety event, document submitted, or a schedule). When you begin an automation, you choose the relevant trigger first; specificity is not required here because in-trigger conditions, modifiers, and filters narrow the scope later.
Most triggers share the same building blocks: an initial trigger condition, an optional minimum duration so the condition must persist for a set time before the automation fires, filters to limit assets, drivers, or tags, and an optional time filter that defines when the trigger is active (by default triggers are always active).
Triggers cannot be deleted from a workflow; to change a trigger use the Back-to-trigger-selection control. You can also stack secondary (multi) triggers to require multiple simultaneous conditions, but secondary triggers are only available for triggers that support them and are evaluated together with filters and branch conditions so the automation fires only when all are true. The primary (first) trigger determines which actions are available for the workflow; trigger to action and trigger plus modifier to action mappings are documented in the Directory.
Conditions appear in two places: as in-trigger configuration (for example, which fault codes to watch, minimum duration, or tag/asset filters) and as workflow branching rules (conditional branching).
Conditional branching lets a single trigger split into multiple check if / otherwise if paths so the automation runs the first matching branch; branching is evaluated top-to-bottom (order matters), nesting is supported where available, and branches may be left empty purely for routing. In-trigger configurations and modifiers apply first and effectively act as an AND with any branch conditions. Conditional branching is limited to a subset of triggers.
In addition, automations support waits (time-based waits that pause for a configurable interval and event-based waits that pause until a specific event or condition occurs) which are commonly used in conjunction with conditions to delay or await state changes before continuing the workflow.
Actions define the then of an automation and are chosen after the trigger is configured; the action menu only shows actions valid for the selected trigger (and availability can change when a modifier is applied).
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Action |
Description |
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Notification |
Sends a notification to selected people or groups via email, SMS, push, or the notification center. Configure recipients, delivery method, message content, and priority. |
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Assign Attribute |
Applies one or more custom attributes with chosen values. Multiple attribute assignments can be added in a single action step. |
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Function |
Executes a selected function or external integration. Select the function and provide any function-specific parameters. |
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Assign Training |
Assigns a training course to drivers, groups, tags, or individual users. |
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Send to Coaching |
Routes an event to manager-led coaching or driver self-review workflows. |
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Dashboard Notification |
Displays a red banner on the Fleet Overview page above the impacted vehicle to surface the issue. |
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Engine Immobilization |
Immobilizes the vehicle engine. Use only where permitted by policy and law and include any required authorization fields. |
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Sign Out Driver |
Signs the driver out of the Driver App. |
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Webhook |
Sends an HTTP request to a configured external endpoint to notify external systems of Samsara events. |
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Assign Form |
Assigns a form template to drivers, tags, or specific drivers. |
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Resolve a Safety Event |
Marks a flagged safety event as resolved so it no longer requires review. |
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In-Cab Audio Alert |
Sends an audio alert directly to the driver's cab. |
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Driver App Notification |
Sends a notification to the Samsara Driver App for one or more drivers. |
Multiple actions can be stacked under the same workflow and each action can be edited or removed. Workflows may also include waits or conditional branches between actions to control timing and routing. Before saving, validate every action card (errors highlight in red) and then save; automation runs and action execution are visible in the Automations dashboard and run/history views for troubleshooting.
Follow these steps to create and customize an automation workflow.
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Select the Settings icon (
) at the bottom of your Fleet menu to view dashboard settings.
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Go to Organization > Automations.
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Click + New Automation in the upper right.
You can also duplicate an existing automation. To do so, select the more actions ( ••• ) menu and choose Duplicate.
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Select a template to customize a prebuilt workflow.
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Select a trigger for the automation and define any conditions or filters.
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Add trigger modifiers such as geofence, engine state, or time filters.
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Choose one or more actions, such as sending alerts or assigning training.
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Use conditional branching if needed. Branches execute in order from left to right; only the first match runs.
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Check for errors in the configuration. Click highlighted sections to resolve them.
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Save to finalize the automation.
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Select the Settings icon (
) at the bottom of your Fleet menu to view dashboard settings.
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Go to Organization > Automations.
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Click + New Automation in the upper right.
You can also duplicate an existing automation. To do so, select the more actions ( ••• ) menu and choose Duplicate.
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Select Build without template to start from scratch.
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Use the wizard to define when the automation runs and what actions it should perform.
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Select a trigger for the automation and define any conditions or filters.
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Add trigger modifiers such as geofence, engine state, or time filters.
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Choose one or more actions, such as sending alerts or assigning training.
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Use conditional branching if needed. Branches execute in order from left to write; only the first match runs.
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Check for errors in the configuration. Click highlighted sections to resolve them.
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Save to finalize the automation.
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