Dictionary term
Filter
Also called condition
Automation PlatformsBeginner
A step that allows an automation to continue only when specified conditions are met, otherwise stopping that run.
In plain English
A filter is a rule that lets the automation continue only when the data matches, for example only for leads tagged 'hot'.
Analogy
Like a bouncer checking IDs: only those who qualify get through.
Why it matters
Filters prevent wasted actions and keep automations from firing on irrelevant data, saving operations and tasks.
In practice
Continue only if the contact's tag equals 'hot-lead'.
Related terms
Sources
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