---
title: Automations
description: Automations in eHub Ship streamline your workflow by automatically applying actions to orders that meet specific criteria. This saves time, reduces manual tasks, and ensures consistent processing. In
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# Automations

Automations in eHub Ship streamline your workflow by automatically applying actions to orders that meet specific criteria. This saves time, reduces manual tasks, and ensures consistent processing.

In this guide, we’ll walk you through how to:

- [Set up automations from your settings](https://knowledge.ehub.com/setting-up-automations-in-ehub-ship-1#set-up-automations)
- [Apply custom filters](https://knowledge.ehub.com/setting-up-automations-in-ehub-ship-1#custom-filters)
- [Assign actions](https://knowledge.ehub.com/setting-up-automations-in-ehub-ship-1#assign-actions)
- [Test your automations to make sure they’re working as expected](https://knowledge.ehub.com/setting-up-automations-in-ehub-ship-1#test-automations)
- [Automation Examples](https://knowledge.ehub.com/setting-up-automations-in-ehub-ship-1#examples)

### **How to Set Up Automation**

1. **Navigate to Automation Settings** 
     - From the [eHub Ship](https://app.ehub.com/) dashboard, click **Settings** in the left-hand menu.
     - Under **Account**, click **Automations**.  
           - Alternatively, you can create an **advanced search** using the search bar on any orders page and save it as an automation.

   ![](https://knowledge.ehub.com/hs-fs/hubfs/automations%201-png-1.png?width=600&height=347&name=automations%201-png-1.png)
2. **Create a New Automation** 
     - Click the **+ New Automation** button or the blue plus sign in the top right corner

![](https://knowledge.ehub.com/hs-fs/hubfs/automations%202-png.png?width=600&height=348&name=automations%202-png.png)

3\. **Define Automation Criteria**

- Select filters to specify which orders the automation will apply to.
- You can apply multiple filters depending on your requirements.
- Use the drop-down menu next to each filter to choose options like: 
    - is
    - contains
    - is not
    - does not contain
    - begins with
    - ends with
    - quantity between
- At the top left, choose whether **all** or **any** of the search conditions must be true for the rule to apply.
- Click **Continue** to move to the next step.

![](https://knowledge.ehub.com/hs-fs/hubfs/automations%203-png.png?width=600&height=168&name=automations%203-png.png)

4\. **Assign Actions to the Automation**

- Choose the actions you’d like to trigger when the criteria are met. You can assign multiple actions.
- To apply the new automation immediately to existing orders, check **“Apply actions to X matching orders.”**
- Click **Save** to finish.
- Your automation is now active! Going forward, any order that meets your defined criteria will have the selected actions automatically applied.

### **![](https://knowledge.ehub.com/hs-fs/hubfs/automations%204-png.png?width=600&height=275&name=automations%204-png.png)**

#### **Example 1: Assigning a Package Type to Small T-Shirt Orders**

You want orders that contain only T-Shirts (1-2 items total) to automatically be assigned to a **Large Envelope**:

This prevents unnecessary box use, which can increase wasted space and shipping costs.

- Click **+ New Search Filter** 
    - Select: **Item** \> **is** \> enter **T-Shirt**
- Click **+ New Search Filter** again
- Select: **Total Items** \> **between** \> **1** to **2** 
    - Click **Continue**

![](https://knowledge.ehub.com/hs-fs/hubfs/automations%205-png.png?width=600&height=180&name=automations%205-png.png)

1. Click **+ New Action**
2. Select: **Assign Package Type**
3. In the next dropdown that appears below, choose **Large Envelope**
4. Click **Save.**

![](https://knowledge.ehub.com/hs-fs/hubfs/automations%206-png.png?width=600&height=285&name=automations%206-png.png)

#### **Example 2: Assigning Rate Shop Rules for Expedited Shipping Requests**

You want to automatically assign a specific expedited shipping service, like Next Day Air, to any order marked Expedited Shipping at checkout. 

This helps your team prioritize and process time-sensitive shipments right away.

1. Click **+ New Search Filter, then:** 
     - Select: **Requested Shipping**
     - In the dropdown that appears, choose **contains** or **is**
     - In the input box, type **expedited**
     - Click **Continue** to move to the action assignment screen
       
       ![](https://knowledge.ehub.com/hs-fs/hubfs/automations%207-png.png?width=600&height=153&name=automations%207-png.png)
2. **Assign an Action** 
     - Click **+ New Action**
     - Select **Assign Rate Shop Rules**
     - In the next dropdown, choose **Next Day Air** (or your preferred service)
     - Click **Save**
       
       ![](https://knowledge.ehub.com/hs-fs/hubfs/automations%208-png.png?width=600&height=274&name=automations%208-png.png)

### **Testing Your Automations**

After setting up an automation, test it to ensure it performs correctly:

1. Go to the **Automations** page
2. Click **Run All Automations**
3. This applies all active automations to current orders so you can verify the results

![](https://knowledge.ehub.com/hs-fs/hubfs/automations%209-jpg.jpeg?width=474&height=122&name=automations%209-jpg.jpeg)

### **Managing and Adjusting Automations**

- **Deactivating Automations:** 
    - Go to the **Automations** page
    - Hover over the one you want to disable
    - Click the **Deactivate** button

![](https://knowledge.ehub.com/hs-fs/hubfs/automations%2010-png.png?width=600&height=159&name=automations%2010-png.png)

- **Reorder Automation Order**:  
    - Order matters– automations are applied in sequence.
    - On the **Automations** page, drag and drop to adjust the sequence.

![](https://knowledge.ehub.com/hs-fs/hubfs/automations%2011-png.png?width=600&height=185&name=automations%2011-png.png)

By setting up and testing automations in eHub Ship, you can simplify operations, reduce manual work, and keep your shipping process running smoothly.

If you have any questions or need further assistance, our team is happy to help. Please reach out to us at [**support@ehub.com**](mailto:support@ehub.com) and we’ll be glad to assist you.

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