You cannot watch a screen all day, and the moments that matter rarely wait for you. Automation is how you delegate the parts of trading that are rules rather than judgement.
Everything here is deterministic: you compose explicit steps, and what runs is plain logic you can read back. The AI can help you build one. It is never what executes it.
Three tools, three different jobs. Start with alerts, which cannot cost you anything.
Workflows
A chain of order and logic steps, built on a canvas and attached to an entry. This is how you place a buy with a take-profit and a stop-loss in one action, scale out in tranches, or wait for a condition before adding. Workflows run from the order ticket. See build a workflow.
Alerts
Something happens, you get told. Nothing is placed. A price level or a percent move takes two fields and no canvas; add conditions and channels when you want more. Use it when you want to know, not to act. See alerts and notifications.
Bots
A Python strategy deployed to a market, evaluating on every closed candle and trading on its own signals. Use it when the decision itself should be automated. See bots.
Which one
| You want | Reach for |
|---|---|
| An entry with a stop and a target attached | Workflow |
| To be told when price crosses a level | Alert |
| Something to decide entries and exits for you | Bot |
Guardrails do not care
Every order any of them produces goes down the same guarded path as a manual trade. If it would breach a risk guardrail, it is blocked. Automation is not an exemption.