> ## Documentation Index
> Fetch the complete documentation index at: https://docs.oviond.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Add an automation

> Schedule a report or dashboard for recurring email delivery.

An **automation** emails a project's report to a list of recipients on a recurring schedule — daily, weekly, or monthly. On each run, Oviond renders the report for the configured date range and emails it from the sender you choose, using the email template you select.

You can create an automation two ways:

* From the top-level **Automations** screen in the sidebar.
* From the **Automations** tab inside the project editor, which pre-selects the current project.

<Steps>
  <Step title="Open Automations">
    Click **Automations** in the left sidebar, then click **New automation**. Inside the project editor, open the **Automations** tab and click **Add automation** instead.
  </Step>

  <Step title="Name and schedule">
    Enter a **Name**, then set the **Frequency** (**daily**, **weekly**, or **monthly**), the day, and the send time. See [Scheduled delivery](/automations/scheduled).
  </Step>

  <Step title="Choose the project and date range">
    Pick the **Client** and **Project** to deliver (the project is fixed when you start from the editor tab), then choose a **Date range** such as `Last Month`. The report is rendered fresh for that range on every run.
  </Step>

  <Step title="Configure the email">
    Add **Recipients**, choose the **From** sender, and pick an **Email template** — or select **Custom message** to compose a new template inline. See [Email delivery](/automations/email).
  </Step>

  <Step title="Create">
    Click **Create**. The automation is saved and the next run is scheduled automatically.
  </Step>
</Steps>

<Tip>
  Always [test](/automations/test) a new automation before relying on it — the test send bypasses the schedule and emails the report immediately so you can verify it looks right.
</Tip>