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Automations let SIMB do the work of sharing items for you. Instead of opening each item and manually choosing boards, you define a rule — a trigger and an action — and the app handles every share automatically from that point forward. This is the right approach when you need consistent, scalable sharing across a whole board: routing tasks by status, distributing work to team boards by assignment, or mirroring new items to a client-facing board the moment they’re created.

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Available Trigger Types

Choose the trigger that matches the event in your workflow:
TriggerExample recipe
Status changes”When Status changes to In Progress, add item to Sprint Board.”
Person is assigned”When Person is assigned, add item to Team Tasks.”
Item is created”When an item is created, add it to the Main Board.”
Dropdown changes”When Label changes to Marketing, add item to Marketing Board.”
Button is clicked”When a button is clicked, add item to Review Board.”

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Set Up a SIMB Automation

Automation Build 1
1

Open the Automations Center

On the board where you want the automation to trigger, click the Automate button in the top-right corner of the board (it shows a robot icon). This opens the Automations Center.
2

Create a Custom Automation

Click Create Custom Automation (sometimes labeled Add custom automation). This opens the automation builder where you define your own trigger-action rule.
3

Choose your trigger

Select the event that should start the automation — for example, a status change, a person assignment, or item creation. Configure any required fields, such as which status value to watch for.
4

Add the SIMB action

Click the action slot in the automation builder. Navigate to the Apps section (scroll or search if needed) and select Same Item Multiple Boards. The action will be set to Add the same item with settings to board.
5

Choose the destination board and group

Select the board where the item should appear when the automation fires. You can also pick the specific group within that board — if you don’t, items land in the destination board’s first group.
6

Save the automation

Click Create Automation. The automation is now active — every time the trigger condition is met, SIMB automatically adds the item to your chosen destination board.

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Good to Know

Automations work independently from the SIMB item view. You don’t need to have the item view added to your board for automations to function — they are a completely separate way to use the app.
  • Synced items stay connected. When an item is added to another board via automation, column values continue to sync between boards according to your column mapping settings (matching name and type).
  • Automations are not retroactive. They apply only to events that happen after the automation is created. Items that already meet the trigger condition at the time you save the automation will not be automatically shared.
  • You can stack multiple automations. Set up as many automation rules as you need on the same board — for example, one that fires on status changes and another that fires when a new item is created.
  • Column Mapping preview is not available in automations. Columns sync based on name and type matching alone. Use Column Mapping during a manual share to align your boards before relying on automations.
Missing columns on the destination board will not be created automatically by an automation. Make sure the destination board already has the columns you need, or use Column Mapping during a manual share to create them first.