Overview
A manual transaction automation is one you switch on yourself, for a specific deal, rather than one that fires automatically.
It suits things you only want to happen sometimes — for example, kicking off the work to market one particular property to your buyers.
Steps
Part 1: Build the Automation
Step 1: Open your manual transaction automations
Go to Automations.
Click Transactions.
Select Manual Assignment.
You will see your existing automations and the option to add a new one.
Step 2: Set your timing
Choose day-based or delay-based timing, and set your default time zone.
Step 3: Add a task step
To create work for your team as part of the automation:
Add a task step and give it a name, such as Market to Buyers.
Select a task template if you already have one, or build the task here.
Choose the task type — click Add Type if none of the existing types fit.
Add the details, the assignee, and the priority.
Set a task reminder if you want one.
Step 4: Notify or assign your team
Add a step to notify or assign team members. You can target:
A role
Named members
Everyone assigned to that property
Step 5: Move the property
You can have the automation move the property itself — for example into your Wholesale pipeline at the Marketing to Buyers stage.
When you do, choose what happens to pending tasks from the old status:
Mark them as completed
Leave all pending tasks as pending
Step 6: Save
Click Save. Your automation will appear in the list.
Part 2: Enable It on a Property
Step 7: Open the property
Open a property in your transaction pipeline.
Step 8: Add the automation
Click the automation button.
Click Add Automation.
Select the automation you created.
It is now active on that property.
Step 9: Check what will happen
Click the automation to see its scheduled actions in order — for example, add a task, then notify a team member, then change the pipeline or status.
You will also see when each step is due to run, and a preview of what it will do.
Important Notes
This automation does not start on its own. You enable it per property, which is the point — it is for deals that need a particular push.
Task steps can pull from your existing task templates, so you do not have to rebuild a task you already use.
Moving a property between stages is a step, so an automation can advance the deal as well as create work around it.
Decide what happens to old pending tasks whenever an automation changes a status, or they will linger.
The preview on the automation shows the full sequence and timing before anything runs, which is worth checking on a new automation.
Troubleshooting
Your automation has not run
It has to be enabled on the property by hand. Open the property, click the automation button, and add it.
You are not sure what the automation will do
Open it from the property. The scheduled actions list every step in order, with timings and a preview.
Your task was created without an assignee
Check the assignee on the task step. If it assigns by role, that role needs to be filled on the property.
Old tasks are still open after the property moved
The status change step decides this. Set it to mark pending tasks from the old status as completed.
The task type you need is not listed
Click Add Type while building the task step.
Summary
You built a manual automation for transactions. Under Automations, Transactions, and Manual Assignment you created an automation, set your timing, and added steps — a task built from a template with its own type, assignee, priority, and reminder; a team notification; and a move to a different pipeline and status with a decision on old pending tasks. You then enabled it on a property and reviewed its scheduled actions and preview.