> ## Documentation Index
> Fetch the complete documentation index at: https://docs.slant.app/llms.txt
> Use this file to discover all available pages before exploring further.

# Magic buttons

> Add custom trigger buttons to household and meeting records.

Magic buttons are a special type of automation trigger that adds a custom button directly to a record. When someone on your team clicks the button, the automation runs immediately for that record — no event needed.

This is useful for on-demand workflows that your team runs manually, like kicking off a client onboarding process, requesting a review, or sending a standard follow-up.

## How magic buttons work

When you create an automation with a magic button trigger, the button appears on every record that matches the trigger's configuration. For example, a household magic button set to **Client** appears on all client records.

Each button has a title, description, and an icon with a color you choose. Your team sees these buttons as quick actions on the record.

## Create a magic button automation

<Steps>
  <Step title="Create a new automation">
    Go to **Automations** and click **New automation**.
  </Step>

  <Step title="Select the magic button trigger">
    Click the trigger node and choose **Magic button** under the Household or Meeting category.
  </Step>

  <Step title="Configure the button">
    Fill in the button details:

    * **Household type** (household only) — choose **Prospect** or **Client**
    * **Title** — the label shown on the button (e.g., "Request review")
    * **Description** — a short explanation of what the button does (e.g., "What does this button do?")
    * **Icon and color** — pick a visual identifier for the button
  </Step>

  <Step title="Add actions">
    Add the actions you want to run when the button is clicked, just like any other automation.
  </Step>

  <Step title="Publish the automation">
    Click **Publish automation**, name it, and click **Publish**.
  </Step>
</Steps>

The button now appears on all matching records.

## Where magic buttons appear

* **Household magic buttons** appear on client or prospect records, depending on the household type you selected
* **Meeting magic buttons** appear on meeting records

A magic button only shows on a record when the underlying automation is enabled in that record's book. If the automation is shared with some of your books but not others, the button appears only on records that live in the shared books — not on every record you can view. See [Share an automation across books](/platform/automations/building-automations#share-an-automation-across-books) to control which books an automation runs in.

## Household vs. meeting magic buttons

|                    | Household                            | Meeting        |
| ------------------ | ------------------------------------ | -------------- |
| **Household type** | Required — choose Prospect or Client | Not applicable |
| **Description**    | Required                             | Optional       |
| **Icon and color** | Required                             | Optional       |

## FAQ

<AccordionGroup>
  <Accordion title="Can I have multiple magic buttons on the same record type?">
    Yes. Each magic button automation creates its own button. You can have as many as you need on the same record type.
  </Accordion>

  <Accordion title="What happens if I disable a magic button automation?">
    The button is removed from records and no longer appears as a quick action. Re-enable the automation to bring it back.
  </Accordion>

  <Accordion title="Who can click magic buttons?">
    Any team member with access to the book can click magic buttons on records they can view.
  </Accordion>

  <Accordion title="Why don't I see a magic button on every record?">
    Magic buttons only appear on records in books where the automation is enabled. If you have access to multiple books and the automation is shared with some of them but not others, the button shows only on records in the shared books. Open the automation's **Settings** tab and check the **Sharing** section to add or remove books.
  </Accordion>
</AccordionGroup>

## Next steps

<CardGroup cols={2}>
  <Card title="Building automations" icon="hammer" href="/platform/automations/building-automations">
    Learn how to build and publish automations.
  </Card>

  <Card title="Actions reference" icon="play" href="/platform/automations/actions">
    See all the actions you can add after a magic button trigger.
  </Card>
</CardGroup>