---
title: "CRM automation"
url: https://docs.aila.fyi/settings/crm-automation
source: https://docs.aila.fyi/llms.txt
---

# CRM automation

CRM automation sets what Aila changes in your CRM after each call, using rules written as sentences.

**Who can use it:** Owners, Admins, and Managers set up all rules. Other members see only their own task rules.

You need a connected GoHighLevel account first. See [Connections](https://docs.aila.fyi/settings/connections). Without it, the page asks you to connect GoHighLevel.

## Add a rule

1. Go to **Settings > CRM automation**.
2. Click **Add a rule**.
3. Choose the rule type: **Tag**, **Stage**, or **Task**.
4. Finish the sentence, for example which tag to add or which pipeline stage to move the contact to, and when the rule is true.
5. Save. A rule that is on runs on new calls.

Edit a rule's sentence in place. It saves when you press Enter or click away. Delete a rule from its row.

## Related

- [Connections](https://docs.aila.fyi/settings/connections)
- [Call setup](https://docs.aila.fyi/settings/call-setup)
- [Integrations](https://docs.aila.fyi/integrations)