--- title: Your first automation description: Learn how to create your first automation in the APIANT editor. Add a CNBC RSS trigger and a Transform Text action to automatically uppercase article titles and descriptions. Step-by-step guide to building, saving, and testing an automation. --- [Skip to content](https://help.apiant.com/your-first-automation#main-content) English Show submenu for translations ![apiant-logo-forum.png\]](https://help.apiant.com/hs-fs/hubfs/apiant-logo-forum.png?height=40&name=apiant-logo-forum.png) Open main navigation Close main navigation - English Show submenu for translations - Go to apiant.com Go to apiant.com Hello. How can we help you? - There are no suggestions because the search field is empty. 1. [Help Center](https://help.apiant.com/?hsLang=en) 2. [AutomationEditor](https://help.apiant.com/automationeditor?hsLang=en) 3. [Building Automations](https://help.apiant.com/automationeditor?hsLang=en#building-automations) # Your first automation ## Learn how to create your first automation in the APIANT editor. Add a CNBC RSS trigger and a Transform Text action to automatically uppercase article titles and descriptions. Step-by-step guide to building, saving, and testing an automation. From any screen, click the "create an automation" menu at the top of the screen. Alternatively, from the dashboard you can also click the button at the top left: ![Document image](https://images.archbee.com/Y2QGD8otsIOv4e0hQQnqa/eZTuGHiU53koZ4ql_l9Tq_image.png?format=webp)   A minimal automation consists of one trigger and one action. Click the plus icon to add a trigger: ![Document image](https://images.archbee.com/Y2QGD8otsIOv4e0hQQnqa/ykSN4zBpfCpws0P8BS4z4_image.png?format=webp)   A menu of options will appear: ![Document image](https://images.archbee.com/Y2QGD8otsIOv4e0hQQnqa/PtJGdksHZ126Ywggsimuq_image.png?format=webp)   **Add an app:** select this if you know which app you want to use **System utility:** lists built-in system utility triggers **Find a trigger:** find triggers by their names or descriptions. For example, if you want to receive an online form submission, you can search for "form" and view all implemented apps and triggers related to form processing. Select the "add an app" option and then search for CNBC and click the app to add it to the automation: ![Document image](https://images.archbee.com/Y2QGD8otsIOv4e0hQQnqa/hS980ItscJ5DxCp2xLqYw_image.png?format=webp)   The CNBC app has a single trigger. Select it: ![Document image](https://images.archbee.com/Y2QGD8otsIOv4e0hQQnqa/JjLcvmatuUidhwPES6ecN_image.png?format=webp)       The CNBC app requires no account connection in order for it to fetch data from the CNBC RSS news feed. If the selected app did require a connection, the system would walk you through connecting an account to the app. This trigger has no settings that need to be configured, so click the button to save it: ![Document image](https://images.archbee.com/Y2QGD8otsIOv4e0hQQnqa/m-gHn4qYXm_ma-3ds7Igp_image.png?format=webp)   Now add an action by clicking the plus icon: ![Document image](https://images.archbee.com/Y2QGD8otsIOv4e0hQQnqa/tDww1SMvf8H3cel4-Co-0_image.png?format=webp)   A menu of options will appear: ![Document image](https://images.archbee.com/Y2QGD8otsIOv4e0hQQnqa/H4qN-CC7cxH7wO7HHPdKK_image.png?format=webp)   **Add an app:** select this if you know which app you want to use **Transform data:** lists various types of data transformations for converting data from one format to another **System utility:** lists built-in system utility actions **Find an action:** find actions by their names or descriptions. For example, if you want to add a contact to a CRM system, you can search for "add contact" and view all implemented apps and actions related to adding contacts. **Conditional branch:** see [Conditional branches](https://help.apiant.com/conditional-branches?hsLang=en) **Loop:** see [Array Iterators](https://help.apiant.com/array-iterators?hsLang=en)     If your system is configured to do so, an AI assistant will be available to assist you with selecting an action: ![Document image](https://images.archbee.com/Y2QGD8otsIOv4e0hQQnqa/b6ren5Lml2ryWphsnrfhy_image.png?format=webp)   You can describe the functionality you need and the AI Assistant will respond with any matching actions in the system you can add to the automation: ![Document image](https://images.archbee.com/Y2QGD8otsIOv4e0hQQnqa/cwPcD8xsCROvHOo2TDlUZ_image.png?format=webp)   Select the "transform data" option and choose the Transform Text app: ![Document image](https://images.archbee.com/Y2QGD8otsIOv4e0hQQnqa/3e_yuRtFVEMCuLP2jIwuJ_image.png?format=webp)   Then scroll down the list and choose the "uppercase" action: ![Document image](https://images.archbee.com/Y2QGD8otsIOv4e0hQQnqa/MZ5wXstMzYLVZsUGYJpI4_image.png?format=webp)       The Transform Text app requires no account connection. If the selected app did require a connection, the system would walk you through connecting an account to the app. The system shows a dialog with settings and field mappings that can be configured for the action. We will build this automation to capitalize the article titles and descriptions. Enter "Title: " followed by a space into the "value" field, then open the trigger fields via its caret icon: ![Document image](https://images.archbee.com/Y2QGD8otsIOv4e0hQQnqa/SQ167lHvhY4E-eg8lAwFJ_image.png?format=webp)   Then click on "article title" in the list of trigger fields to add that field to the "value" mapping: ![Document image](https://images.archbee.com/Y2QGD8otsIOv4e0hQQnqa/0R8RG2cyv9EydBZWvjpnc_image.png?format=webp)   The article title field is now mapped into the value field. When the automation runs, article titles will be inserted into the value field at that position in its text. Add a new line and repeat for the article description: ![Document image](https://images.archbee.com/Y2QGD8otsIOv4e0hQQnqa/c1i0izMCgE4n8CCPMkMsW_image.png?format=webp)   Now the action is configured as we want for the test, so click the button to save it: ![Document image](https://images.archbee.com/Y2QGD8otsIOv4e0hQQnqa/XahLR1St_Kvucdi50ObuA_image.png?format=webp)   Click the Save button at the top of the screen to save the test automation. Since its name field is empty at the top, the system will auto-generate a name for you: ![Document image](https://images.archbee.com/Y2QGD8otsIOv4e0hQQnqa/HrTK_dWvKB8ltVrQk4flV_image.png?format=webp)   Click the Polling button so the system will run the automation at the default polling cycle of every 15 minutes: ![Document image](https://images.archbee.com/Y2QGD8otsIOv4e0hQQnqa/mi_1pB7byAP0OZOmQ88Ru_image.png?format=webp)   Finally, save the automation by clicking OK: ![Document image](https://images.archbee.com/Y2QGD8otsIOv4e0hQQnqa/C-d7gwB7blO_NIWrpuh5A_image.png?format=webp)   Let's do a quick test and run the automation manually in test mode. From the automation's gear menu in the dashboard, choose to execute it: ![Document image](https://images.archbee.com/Y2QGD8otsIOv4e0hQQnqa/dBzPhqY0Khp30Z3Peeg40_image.png?format=webp)   Then select test mode and click the Execute button: ![Document image](https://images.archbee.com/Y2QGD8otsIOv4e0hQQnqa/TTykZ_HN_GsulbZs-RB7f_image.png?format=webp)   The automation will execute. When complete, it should show 3 successes. Click the tile to drill down: ![Document image](https://images.archbee.com/Y2QGD8otsIOv4e0hQQnqa/fkbzH0lFbaOrElJT7048a_image.png?format=webp)   Then click a data row to drill down again: ![Document image](https://images.archbee.com/Y2QGD8otsIOv4e0hQQnqa/9L2SyV30WssvoU5WLrxve_image.png?format=webp)   Now mouse over the uppercase action and see that your automation uppercased the title and description text from the CNBC article: ![Document image](https://images.archbee.com/Y2QGD8otsIOv4e0hQQnqa/pEe5xu6Biw_TsW6eil5BM_image.png?format=webp)   Congratulations, you just built your first automation! - [ZoomConnect](https://help.apiant.com/zoomconnect?hsLang=en) - [ShopConnect](https://help.apiant.com/shopconnect?hsLang=en) - [AppConnect](https://help.apiant.com/appconnect?hsLang=en#main-content) - [AppConnectPrebuiltConnectors](https://help.apiant.com/appconnect?hsLang=en#appconnectprebuiltconnectors) - [CalendarConnect](https://help.apiant.com/calendarconnect?hsLang=en) - [CRMConnect](https://help.apiant.com/crmconnect?hsLang=en#main-content) - [Mindbody to HubSpot](https://help.apiant.com/crmconnect?hsLang=en#mindbody-to-hubspot) - [Cliniko to HubSpot](https://help.apiant.com/crmconnect?hsLang=en#cliniko-to-hubspot) - [Cliniko to ActiveCampaign](https://help.apiant.com/crmconnect?hsLang=en#cliniko-to-activecampaign) - [DonorPerfect to HubSpot](https://help.apiant.com/crmconnect?hsLang=en#donorperfect-to-hubspot) - [DonorPerfect to ActiveCampaign](https://help.apiant.com/crmconnect?hsLang=en#donorperfect-to-activecampaign) - [Mindbody to ActiveCampaign](https://help.apiant.com/crmconnect?hsLang=en#mindbody-to-activecampaign) - [MailConnect](https://help.apiant.com/mailconnect?hsLang=en) - [AutomationEditor](https://help.apiant.com/automationeditor?hsLang=en#main-content) - [KeyConcepts](https://help.apiant.com/automationeditor?hsLang=en#keyconcepts) - [AccountManagement](https://help.apiant.com/automationeditor?hsLang=en#accountmanagement) - [ManagingAutomations](https://help.apiant.com/automationeditor?hsLang=en#managingautomations) - [App Connections](https://help.apiant.com/automationeditor?hsLang=en#app-connections) - [Building Automations](https://help.apiant.com/automationeditor?hsLang=en#building-automations) - [APIANTforBuilders](https://help.apiant.com/apiantforbuilders?hsLang=en) - [APIANTInline](https://help.apiant.com/apiantinline?hsLang=en) - [WhatisAPIANT?](https://help.apiant.com/whatisapiant?hsLang=en) - [ContactAPIANTsupport](https://help.apiant.com/contactapiantsupport?hsLang=en) [![APIANT](https://help.apiant.com/hubfs/APIANT_LOGO-2.svg "APIANT")](http://apiant.com) apiant.com Help Center Copyright © 2026, APIANT