An automation is a flow of connected components that completes a task in Mews on its own, such as checking a guest's loyalty tier before offering an upgrade. Anyone who manages guest experience or daily operations at a property can create one in Mews Operations, in the Automations screen, whenever a manual task repeats often. You build the flow on the screen by choosing a trigger, adding actions, and setting the rules for when they run. Once you activate the automation, it runs without further input, so your team has more time for guests.

 

In this article, you can learn about:

• How to create an automation in Mews Operations
  • Step 1: Choose how to start creating an automation
  • Step 2: Add a trigger
  • Step 3: Add and connect actions
  • Step 4: Add conditional logic (Optional)
  • Step 5: Add guardrails
  • Step 6: Add a closing action
  • Step 7: Name and activate the automation
  • Terminology reference

How to create an automation in Mews Operations

The screen where you build an automation has three areas.

• Canvas: The main workspace where your automation lives. Components appear as cards connected by lines. The flow reads from left to right, with triggers on the left and actions to the right.
• Stencil Panel: The component library on the left side of the screen. It organises components in three levels:
  • Category: The top level, such as Property event triggers, Operations, or Utilities.
  • Connector: The sub-group, such as Reservations, Rooms and availability, or Loyalty programs.
  • Component: The individual item, such as Get Eligible Arrivals, Upgrade Assigned Room Category, or Get Loyalty Tiers.
• Configuration Panel: The panel on the right side of the screen that opens when you click a component. It shows all settings for that component and marks the required fields.

Step 1: Choose how to start creating an automation

In this step, you can choose how to start creating your automation.

1. In Mews Operations, go to the main menu > Automations.
2. Start creating your automation using one of the following:
   • From a template: Click a template, such as Personalized upsell offers, Welcome gift for VIP guests, or Upgrade room for loyalty members. The canvas opens with the template logic already loaded. Click Create, then continue with Step 5 to review and adjust it.
   • From scratch: Click Custom automation > Create. The canvas opens with no components. Continue with Step 2.
   • With Copilot: Describe the automation you want in the chat panel beside the canvas. Copilot builds it on the canvas. Review every component before you activate the automation.

Step 2: Add a trigger

In this step, choose the event or schedule that starts your automation.

1. In the top left corner, click + Add step.

2. In the Stencil Panel, drag a trigger onto the canvas. For example, drag Timers to run the automation on a schedule, or Reservation Checked In to run it when a guest checks in.
3. Click the trigger to open the Configuration Panel.
4. Complete the required fields.

Step 3: Add and connect actions

In this step, add the actions that your automation performs.

1. In the Stencil Panel, drag an action onto the canvas.
2. Draw a line from the output port of the trigger to the input port of the action.

3. Click the action to open the Configuration Panel.
4. Complete the required fields.
5. Repeat for each action you want to add. The output of one component feeds into the input of the next. For example, the guest list from Get Eligible Arrivals feeds into the Each loop, which passes each guest individually to the next component.

Note: Messaging steps have an error output as well as an out. If you leave error unconnected, a delivery failure has nowhere to go and produces no visible result. Chain a second channel off error to build a fallback.

Step 4: Add conditional logic (Optional)

In this step, you can split your flow so that different outcomes follow different paths. This step is optional.

1. In the Stencil Panel, go to the Utilities category and drag Condition onto the canvas.
2. Connect the component before it to the input port of Condition.
3. Click Condition and set the rule in the Configuration Panel. For example, if occupancy is below 80%, the flow continues to upgrade the guest. Otherwise, it stops.
4. Connect each outcome to the components that follow it.

Step 5: Add guardrails

In this step, you can exclude ineligible guests before the automation performs actions that change data, such as upgrades, gifts, or tasks.

1. Place components such as Check Occupancy and Get Loyalty Tiers early in your flow, before any action that changes data.
2. Click each component and complete the required fields.
3. On every step a guest can see, such as a message, a gift, or an upgrade, open the collapsed cooldown group in the Configuration Panel and set the cooldown period. The cooldown stops the automation from actioning the same guest twice. The unit defaults to Days, and you set the period yourself.

Note: Get Loyalty Tiers lists the tiers of the property only. It does not test a guest against them. To gate on loyalty, use a Condition step, or apply the loyalty programme and tier filters in Get Eligible Arrivals.

Step 6: Add a closing action

In this step, you can record what the automation did, where your staff can see it in Mews Operations.

1. End each branch of the flow with Add Note To Reservation or Add Note To Guest Profile.
2. Click the component and complete the required fields.

Note: Notes do not affect the Execution Log. The Execution Log records every run, whether or not the automation writes a note.

Step 7: Name and activate the automation

In this step, you can name your automation and switch it on.

1. Click the name in the top right corner and click Rename.

2. Type a clear name that includes the use case, the audience, and the property. For example, Room Upgrade, Gold and Platinum, Main Property.
3. Click Activate.

This creates an automation that runs whenever its trigger occurs.

Note: To change an automation later, stop it first, make your changes, and activate it again. Editing an automation created from a template does not affect the original template.

Terminology reference

The Stencil Panel uses property terminology to make components easier to find. The table shows how Stencil Panel terms map to Mews system terms.

Stencil Panel term	Mews system term
Room	Space or resource
Room type	Resource category
Guest	Customer
Check in	Start reservation
Charge	Order item
Additional guest	Companion