Miro Insights

What are Automations in Miro Insights, and how do they work?

Automations are scheduled prompts or workflows that automatically perform actions based on conditions you define. They help automate manual tasks to generate reports and summaries directly to your communication channels (such as Slack). You can create a new automation, add the title and the prompt, choose the channel where it will send your report, then determine the frequency of when it will be delivered. Then it will automatically run on the schedule you have chosen.

What are Automations in Miro Insights, and how do they work?

Automations are scheduled prompts or workflows that automatically perform actions based on conditions you define. They help automate manual tasks to generate reports and summaries directly to your communication channels (such as Slack). You can create a new automation, add the title and the prompt, choose the channel where it will send your report, then determine the frequency of when it will be delivered. Then it will automatically run on the schedule you have chosen.

What are Automations in Miro Insights, and how do they work?

Automations are scheduled prompts or workflows that automatically perform actions based on conditions you define. They help automate manual tasks to generate reports and summaries directly to your communication channels (such as Slack). You can create a new automation, add the title and the prompt, choose the channel where it will send your report, then determine the frequency of when it will be delivered. Then it will automatically run on the schedule you have chosen.

What are Automations in Miro Insights, and how do they work?

Automations are scheduled prompts or workflows that automatically perform actions based on conditions you define. They help automate manual tasks to generate reports and summaries directly to your communication channels (such as Slack). You can create a new automation, add the title and the prompt, choose the channel where it will send your report, then determine the frequency of when it will be delivered. Then it will automatically run on the schedule you have chosen.

How do I set up my first automation in Miro Insights?

To set up your first automation, Open Automations from the navigation bar. You will see a list of Automations others have created that you can get inspiration from. To create your own, click the “+ Create automation” button to open the creation panel. Add a title. Then add your prompt for what you want it to do. For example, Title “Monthly Issue & Bug Report” Prompt: “What are the most common support issues or bugs reported by customers in the past 60 days?” Select the destination for the report (For example your Slack channel. (If you do not see a destination available, contact your Miro Admin.) Select when the Automation triggers (Manual or Scheuled) If Scheduled, select the frequency (Daily, Weekly, Monthly) and the other timing details. Add a Tag (What is this automation about). If there is not a relevant tag in the system, just type in a new one and select it. Click Create Automation. If you want to test immediately, click Trigger Now. Tip: You can also type your prompt into “Ask AI” to review the results and refine your prompt if needed before you create your Automation.

How do I set up my first automation in Miro Insights?

To set up your first automation, Open Automations from the navigation bar. You will see a list of Automations others have created that you can get inspiration from. To create your own, click the “+ Create automation” button to open the creation panel. Add a title. Then add your prompt for what you want it to do. For example, Title “Monthly Issue & Bug Report” Prompt: “What are the most common support issues or bugs reported by customers in the past 60 days?” Select the destination for the report (For example your Slack channel. (If you do not see a destination available, contact your Miro Admin.) Select when the Automation triggers (Manual or Scheuled) If Scheduled, select the frequency (Daily, Weekly, Monthly) and the other timing details. Add a Tag (What is this automation about). If there is not a relevant tag in the system, just type in a new one and select it. Click Create Automation. If you want to test immediately, click Trigger Now. Tip: You can also type your prompt into “Ask AI” to review the results and refine your prompt if needed before you create your Automation.

How do I set up my first automation in Miro Insights?

To set up your first automation, Open Automations from the navigation bar. You will see a list of Automations others have created that you can get inspiration from. To create your own, click the “+ Create automation” button to open the creation panel. Add a title. Then add your prompt for what you want it to do. For example, Title “Monthly Issue & Bug Report” Prompt: “What are the most common support issues or bugs reported by customers in the past 60 days?” Select the destination for the report (For example your Slack channel. (If you do not see a destination available, contact your Miro Admin.) Select when the Automation triggers (Manual or Scheuled) If Scheduled, select the frequency (Daily, Weekly, Monthly) and the other timing details. Add a Tag (What is this automation about). If there is not a relevant tag in the system, just type in a new one and select it. Click Create Automation. If you want to test immediately, click Trigger Now. Tip: You can also type your prompt into “Ask AI” to review the results and refine your prompt if needed before you create your Automation.

How do I set up my first automation in Miro Insights?

To set up your first automation, Open Automations from the navigation bar. You will see a list of Automations others have created that you can get inspiration from. To create your own, click the “+ Create automation” button to open the creation panel. Add a title. Then add your prompt for what you want it to do. For example, Title “Monthly Issue & Bug Report” Prompt: “What are the most common support issues or bugs reported by customers in the past 60 days?” Select the destination for the report (For example your Slack channel. (If you do not see a destination available, contact your Miro Admin.) Select when the Automation triggers (Manual or Scheuled) If Scheduled, select the frequency (Daily, Weekly, Monthly) and the other timing details. Add a Tag (What is this automation about). If there is not a relevant tag in the system, just type in a new one and select it. Click Create Automation. If you want to test immediately, click Trigger Now. Tip: You can also type your prompt into “Ask AI” to review the results and refine your prompt if needed before you create your Automation.

How do I edit or delete an existing automation?

To edit an automation, open it, then edit the field you want to change. When a change is made, it will automatically update. To delete an automation, open it then click the three dots at the top of the panel. This will show the options to Share or Delete. Click Delete.

How do I edit or delete an existing automation?

To edit an automation, open it, then edit the field you want to change. When a change is made, it will automatically update. To delete an automation, open it then click the three dots at the top of the panel. This will show the options to Share or Delete. Click Delete.

How do I edit or delete an existing automation?

To edit an automation, open it, then edit the field you want to change. When a change is made, it will automatically update. To delete an automation, open it then click the three dots at the top of the panel. This will show the options to Share or Delete. Click Delete.

How do I edit or delete an existing automation?

To edit an automation, open it, then edit the field you want to change. When a change is made, it will automatically update. To delete an automation, open it then click the three dots at the top of the panel. This will show the options to Share or Delete. Click Delete.

Can Automations notify me immediately when the requested criteria is met?

Automations run on a schedule that you set up to trigger daily, weekly, monthly, or manually, but they do not update in real time. So you cannot ask an Automation to constantly monitor a request. Instant, event-driven alerts (such as “notify me instantly when a critical bug is reported”) are not currently supported. You can, however, schedule daily reports to automatically deliver the latest insights and keep your team up to date.

Can Automations notify me immediately when the requested criteria is met?

Automations run on a schedule that you set up to trigger daily, weekly, monthly, or manually, but they do not update in real time. So you cannot ask an Automation to constantly monitor a request. Instant, event-driven alerts (such as “notify me instantly when a critical bug is reported”) are not currently supported. You can, however, schedule daily reports to automatically deliver the latest insights and keep your team up to date.

Can Automations notify me immediately when the requested criteria is met?

Automations run on a schedule that you set up to trigger daily, weekly, monthly, or manually, but they do not update in real time. So you cannot ask an Automation to constantly monitor a request. Instant, event-driven alerts (such as “notify me instantly when a critical bug is reported”) are not currently supported. You can, however, schedule daily reports to automatically deliver the latest insights and keep your team up to date.

Can Automations notify me immediately when the requested criteria is met?

Automations run on a schedule that you set up to trigger daily, weekly, monthly, or manually, but they do not update in real time. So you cannot ask an Automation to constantly monitor a request. Instant, event-driven alerts (such as “notify me instantly when a critical bug is reported”) are not currently supported. You can, however, schedule daily reports to automatically deliver the latest insights and keep your team up to date.

What are common troubleshooting steps if an Automation doesn’t work as expected?

To test the content of an Automation to see if it delivers the report or information you expect, first add your prompt to “Ask AI” and review the results. You may need to revise your prompt for a better focus. If an automation isn’t triggering or not showing in the expected deliver channel, check that the trigger conditions are set up correctly, the automation is active, and that the delivery channel is correct. If issues persist, consult Miro’s help documentation or support.

What are common troubleshooting steps if an Automation doesn’t work as expected?

To test the content of an Automation to see if it delivers the report or information you expect, first add your prompt to “Ask AI” and review the results. You may need to revise your prompt for a better focus. If an automation isn’t triggering or not showing in the expected deliver channel, check that the trigger conditions are set up correctly, the automation is active, and that the delivery channel is correct. If issues persist, consult Miro’s help documentation or support.

What are common troubleshooting steps if an Automation doesn’t work as expected?

To test the content of an Automation to see if it delivers the report or information you expect, first add your prompt to “Ask AI” and review the results. You may need to revise your prompt for a better focus. If an automation isn’t triggering or not showing in the expected deliver channel, check that the trigger conditions are set up correctly, the automation is active, and that the delivery channel is correct. If issues persist, consult Miro’s help documentation or support.

What are common troubleshooting steps if an Automation doesn’t work as expected?

To test the content of an Automation to see if it delivers the report or information you expect, first add your prompt to “Ask AI” and review the results. You may need to revise your prompt for a better focus. If an automation isn’t triggering or not showing in the expected deliver channel, check that the trigger conditions are set up correctly, the automation is active, and that the delivery channel is correct. If issues persist, consult Miro’s help documentation or support.

What are examples of Automation prompts a Product Manager could use?

What new feature requests have emerged from customers in the past week (or month)? Tracking new feature requests regularly helps Product Managers stay on top of evolving customer needs, quickly identify emerging trends, and ensure the roadmap remains relevant and responsive. Which product areas have seen the largest increase in feedback volume recently? Monitoring spikes in feedback volume by product area can signal rising issues, growing interest, or shifting priorities—enabling proactive investigation and timely action. Are there any new patterns or shifts in customer priorities for features or improvements in the past 60 days? Regularly checking for changes in customer priorities helps Product Managers adapt strategy, anticipate market shifts, and align development with what matters most to users. What are the most common support issues or bugs reported by customers this month? Identifying recurring support issues or bugs allows Product Managers to address quality concerns, improve user experience, and reduce friction that could lead to churn.

What are examples of Automation prompts a Product Manager could use?

What new feature requests have emerged from customers in the past week (or month)? Tracking new feature requests regularly helps Product Managers stay on top of evolving customer needs, quickly identify emerging trends, and ensure the roadmap remains relevant and responsive. Which product areas have seen the largest increase in feedback volume recently? Monitoring spikes in feedback volume by product area can signal rising issues, growing interest, or shifting priorities—enabling proactive investigation and timely action. Are there any new patterns or shifts in customer priorities for features or improvements in the past 60 days? Regularly checking for changes in customer priorities helps Product Managers adapt strategy, anticipate market shifts, and align development with what matters most to users. What are the most common support issues or bugs reported by customers this month? Identifying recurring support issues or bugs allows Product Managers to address quality concerns, improve user experience, and reduce friction that could lead to churn.

What are examples of Automation prompts a Product Manager could use?

What new feature requests have emerged from customers in the past week (or month)? Tracking new feature requests regularly helps Product Managers stay on top of evolving customer needs, quickly identify emerging trends, and ensure the roadmap remains relevant and responsive. Which product areas have seen the largest increase in feedback volume recently? Monitoring spikes in feedback volume by product area can signal rising issues, growing interest, or shifting priorities—enabling proactive investigation and timely action. Are there any new patterns or shifts in customer priorities for features or improvements in the past 60 days? Regularly checking for changes in customer priorities helps Product Managers adapt strategy, anticipate market shifts, and align development with what matters most to users. What are the most common support issues or bugs reported by customers this month? Identifying recurring support issues or bugs allows Product Managers to address quality concerns, improve user experience, and reduce friction that could lead to churn.

What are examples of Automation prompts a Product Manager could use?

What new feature requests have emerged from customers in the past week (or month)? Tracking new feature requests regularly helps Product Managers stay on top of evolving customer needs, quickly identify emerging trends, and ensure the roadmap remains relevant and responsive. Which product areas have seen the largest increase in feedback volume recently? Monitoring spikes in feedback volume by product area can signal rising issues, growing interest, or shifting priorities—enabling proactive investigation and timely action. Are there any new patterns or shifts in customer priorities for features or improvements in the past 60 days? Regularly checking for changes in customer priorities helps Product Managers adapt strategy, anticipate market shifts, and align development with what matters most to users. What are the most common support issues or bugs reported by customers this month? Identifying recurring support issues or bugs allows Product Managers to address quality concerns, improve user experience, and reduce friction that could lead to churn.

What are examples of Automation prompts Sales, Marketing, and Customer Success teams could use?

What are the top feature requests from our largest customers this month? Helps Sales and Customer Success prioritize conversations and align product discussions with high-value accounts’ needs. Which product areas received the most positive and negative feedback from prospects and customers recently? Enables Marketing and Customer Success to identify messaging opportunities and address pain points proactively. Are there any emerging issues or bugs reported by multiple customers in the last 30 days? Allows Customer Success to flag urgent problems for Product/Engineering and communicate transparently with affected customers. What feedback trends are we seeing from customers in our top industries/ segments? Supports Sales and Marketing in tailoring outreach and campaigns to industry-specific needs and challenges. Which features or improvements have driven the most customer wins or expansions this quarter? Equips Sales and Marketing with proof points for case studies and helps Customer Success replicate successful adoption strategies.

What are examples of Automation prompts Sales, Marketing, and Customer Success teams could use?

What are the top feature requests from our largest customers this month? Helps Sales and Customer Success prioritize conversations and align product discussions with high-value accounts’ needs. Which product areas received the most positive and negative feedback from prospects and customers recently? Enables Marketing and Customer Success to identify messaging opportunities and address pain points proactively. Are there any emerging issues or bugs reported by multiple customers in the last 30 days? Allows Customer Success to flag urgent problems for Product/Engineering and communicate transparently with affected customers. What feedback trends are we seeing from customers in our top industries/ segments? Supports Sales and Marketing in tailoring outreach and campaigns to industry-specific needs and challenges. Which features or improvements have driven the most customer wins or expansions this quarter? Equips Sales and Marketing with proof points for case studies and helps Customer Success replicate successful adoption strategies.

What are examples of Automation prompts Sales, Marketing, and Customer Success teams could use?

What are the top feature requests from our largest customers this month? Helps Sales and Customer Success prioritize conversations and align product discussions with high-value accounts’ needs. Which product areas received the most positive and negative feedback from prospects and customers recently? Enables Marketing and Customer Success to identify messaging opportunities and address pain points proactively. Are there any emerging issues or bugs reported by multiple customers in the last 30 days? Allows Customer Success to flag urgent problems for Product/Engineering and communicate transparently with affected customers. What feedback trends are we seeing from customers in our top industries/ segments? Supports Sales and Marketing in tailoring outreach and campaigns to industry-specific needs and challenges. Which features or improvements have driven the most customer wins or expansions this quarter? Equips Sales and Marketing with proof points for case studies and helps Customer Success replicate successful adoption strategies.

What are examples of Automation prompts Sales, Marketing, and Customer Success teams could use?

What are the top feature requests from our largest customers this month? Helps Sales and Customer Success prioritize conversations and align product discussions with high-value accounts’ needs. Which product areas received the most positive and negative feedback from prospects and customers recently? Enables Marketing and Customer Success to identify messaging opportunities and address pain points proactively. Are there any emerging issues or bugs reported by multiple customers in the last 30 days? Allows Customer Success to flag urgent problems for Product/Engineering and communicate transparently with affected customers. What feedback trends are we seeing from customers in our top industries/ segments? Supports Sales and Marketing in tailoring outreach and campaigns to industry-specific needs and challenges. Which features or improvements have driven the most customer wins or expansions this quarter? Equips Sales and Marketing with proof points for case studies and helps Customer Success replicate successful adoption strategies.