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 automations.
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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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 (
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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.
To learn more about the components used in an automation workflow, see Automation Building Blocks.
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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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