Activated Checklist Instances can be run manually or automatically. To run an Activated Checklist automatically, you need to add an Automation.
There are 4 types of automations that can be created:
Date Schedule: which runs the checklist at a predetermined frequency
When a checklist instance is completed: which runs the a checklist upon completion of another
When a step in a checklist instance is completed: which runs the a checklist upon completion of a step in another
When a new team member is added: which runs the checklist when a team member is added to your account
Automations are created based on Triggers and Actions. You build an automation on the checklist you want to run automatically - this is the action. You format the automation to respond to a trigger that happens elsewhere.
The below videos will show you how to create the four different automation types.
Date Schedule
When a checklist instance is completed
When a step in a checklist instance is completed
When a new team member is added