What is Umbraco Automate?
6 min read
1) Umbraco Automate helps teams automate repetitive processes within Umbraco
With Automate’s drag-and-drop canvas workflow, marketing and content teams can create automation workflows using triggers, actions and conditions without needing development support for every change.
2) It helps development teams work more efficiently
Developers can focus on complex integrations and custom functionality using Umbraco Automate’s open architecture and API-first design to automate and handle routine tasks.
3) It connects Umbraco with wider digital processes
From Umbraco Forms and Umbraco Commerce to AI assisted content workflows and external systems, Automate can help connect different parts of your business’ entire digital ecosystem.
How much of your team's time is spent repeating the same digital processes?
- A form is submitted. Someone needs to be notified.
- A customer signs up. A follow up needs to happen.
- Content is created. Someone needs to review it.
- An order changes. Another system needs updating.
These processes can quickly create development requests and manual tasks, resulting in unnecessary delays!
Umbraco Automate gives teams a way to automate many of these workflows directly within Umbraco.
For enterprise organisations, that can mean giving marketing teams more control, reducing routine development requests, and creating faster customer journeys.
Umbraco Automate is a visual automation engine for Umbraco that empowers teams to create workflows using triggers, actions and conditions.
In simple terms: “When THIS happens, do THAT.”
For example:
- A visitor submits a form → notify the sales team.
- A customer signs up → start an onboarding journey.
- An order changes status → a representative can be notified.
Automate includes a visual drag and drop interface, while developers can extend its capabilities through webhooks, custom triggers and integrations.
This makes it useful for both marketing and development teams.
Content Workflow Automation with Native Out-of-the-Box Triggers
Automate can respond to content events and create workflows around them, including processes that require human approval.
These can be useful for publishing workflows, content reviews and AI assisted content creation.
Simple Drag-and-Drop Interface
Tasks that used to require development resources are a thing of the past with Umbraco Automate! Instead, both simple and complex automations can be built using Automate’s drag-and-drop journey builder; including code free construction of paths, loops and conditional logic.
Interconnectivity with External Systems
Umbraco Automate is open source, meaning developers can write custom C# triggers if the out-of-the-box triggers aren’t enough! Webhooks and custom extensions therefore enable communication with external systems
Umbraco Automate also works with Umbraco products including Umbraco Forms, Umbraco Commerce and Umbraco Engage.
For enterprise businesses, this means Automate can become part of a wider integration strategy rather than sitting separately from your existing technology.
AI Automation, with Human Oversight
Umbraco Automate can trigger AI agents as part of workflows and allow AI agents to trigger automations.
For example, AI could help generate a content summary or alt text when content is uploaded, with a person reviewing the output before the workflow continues.
This approval step between AI output and content going live gives teams an opportunity to reduce repetitive work while keeping human oversight where it matters.
Data Stays Within the Umbraco Environment
Instead of routing data through a third party platform, sign-ups, forms and commerce data running through Automate stays within the Umbraco environment. This makes for simpler GDPR compliance than the average SaaS automation tool.
Umbraco Automate is particularly valuable for organisations and leaders who work with complex digital ecosystems and lots of repetitive processes.
- For CMOs, it can give marketing teams more control over workflows.
- For CTOs, it can reduce routine development requests while retaining technical oversight.
- For CEOs, it can help teams work more efficiently and create smoother customer experiences.
The important thing to remember is that the starting point should always be the business problem.
Look at the processes your teams repeat every week and ask: Could this be automated?
You might discover a new way to save time for your team, and improve your customer’s experience!
Choosing an automation platform is one thing. Knowing where it fits within your wider digital ecosystem is another.
As a certified Umbraco Gold Partner and experienced Umbraco Development Agency, we support organisations with Umbraco development, integrations, upgrades and ongoing Umbraco Support.
Our team has extensive experience working with complex Umbraco platforms, meaning we can look beyond individual automations and consider the bigger picture.
- What should be automated to most benefit your business?
- What needs human approval?
- Which systems need to connect?
- And how will the solution scale as your organisation grows?
That’s where the right Umbraco Agency can make all the difference.
If you’re already using Umbraco and want to explore where Automate could fit into your existing processes, get in touch with us today to discuss how we can help you identify opportunities for Umbraco automation!