Provider-driven automation for Umbraco CMS.

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Products

This is a monorepo containing multiple Umbraco.Automate packages:

Core

Product	Description	Version	Location
Umbraco.Automate	Core automation system for Umbraco CMS	0.x	Umbraco.Automate/

Add-ons

Product	Description	Version	Location
Umbraco.Automate.OpenIddict	Reusable OAuth infrastructure via OpenIddict WebIntegration	0.x	Umbraco.Automate.OpenIddict/
Umbraco.Automate.Slack	Slack connection and actions	0.x	Umbraco.Automate.Slack/

Key Concepts

Term	Description
Provider	A package that contributes triggers and actions to the system
Action	A reusable unit of work (e.g. "Send Slack Message", "Create Content")
Trigger	An event that starts an automation (e.g. "Content Published", "Webhook Received")
Automation	A user-defined trigger + steps sequence created in the backoffice
Step	A configured instance of an action within an automation
Workspace	An admin-configured container that groups automations and scopes permissions
Connection	A named, reusable credential set for external services
Run	A single execution of an automation with per-step tracking

Built on WorkflowCore.

See docs/vocabulary.md for the complete terminology reference.

Features

Built-in Triggers

• Manual - Trigger an automation on demand
• Scheduled - CRON-based scheduling
• Webhook - HTTP endpoint with signature-based authentication
• Content Published - React to Umbraco content publication events

Built-in Actions

• HTTP Request - Call external APIs (with SSRF protection)
• Publish Content - Publish Umbraco content nodes
• Log Message - Write to the automation run log
• Delay - Pause execution for a configurable duration

Workspaces & Permissions

Automations are organised into workspaces - admin-configured containers that control:

• Which users have access (membership)
• Which connections are available
• The service account used for execution

Connections

Named, reusable credential sets for external services. Connections are scoped to workspaces and support an extensible type system for custom connection types. The Umbraco.Automate.OpenIddict package adds OAuth connection support via OpenIddict Client WebIntegration, with 100+ pre-configured providers.

Versioning & Publishing

Automations follow a draft/published lifecycle consistent with the Umbraco content model, with full version history tracking.

Quick Start

The fastest way to get started is using the install-demo script, which creates a unified development environment with all packages and a demo Umbraco site:

# Windows
.\scripts\install-demo-site.ps1

# Linux/Mac
./scripts/install-demo-site.sh

This creates:

• Umbraco.Automate.local.slnx - Unified solution with all products
• demos/v18/Umbraco.Automate.DemoSite/ - Umbraco instance with all packages referenced

The demo site is configured to share the CMS's SQLite database (Umbraco:Automate:UseNamedConnectionString is set to umbracoDbDSN in appsettings.Development.json), so no separate Automate database setup is required.

After running the script, build the frontend and backend:

# Install frontend dependencies
npm install

# Build all frontend packages
npm run build

# Build the unified solution
dotnet build Umbraco.Automate.local.slnx

# Run the demo site (from demos/v18/Umbraco.Automate.DemoSite/)
cd demos/v18/Umbraco.Automate.DemoSite
dotnet run

Demo site credentials: admin@example.com / password1234

Local Development

Prerequisites

• .NET 10.0 SDK
• Node.js 22.x
• Git

Building Individual Products

Each product has its own solution file and can be built independently:

# Build individual products
dotnet build Umbraco.Automate/Umbraco.Automate.slnx
dotnet build Umbraco.Automate.OpenIddict/Umbraco.Automate.OpenIddict.slnx
dotnet build Umbraco.Automate.Slack/Umbraco.Automate.Slack.slnx

# Run tests
dotnet test Umbraco.Automate/Umbraco.Automate.slnx
dotnet test Umbraco.Automate.OpenIddict/Umbraco.Automate.OpenIddict.slnx

Frontend Development (npm Workspaces)

This monorepo uses npm workspaces for frontend dependency management:

# Install all workspace dependencies (run from monorepo root)
npm install

# Build all frontends
npm run build

# Watch all frontends in parallel
npm run watch

# Regenerate OpenAPI clients (requires a running demo site)
npm run generate-client

Architecture

Umbraco.Automate (Core)
    ├── Umbraco.Automate.OpenIddict (Add-on - depends on Core)
    └── Umbraco.Automate.Slack (Provider - depends on Core + OpenIddict)

Built on WorkflowCore with a provider-driven extensibility model.

Documentation

• CLAUDE.md - Development guide, build commands, and coding standards
• Product-specific guides:
  • Umbraco.Automate/CLAUDE.md - Core package
  • Umbraco.Automate.OpenIddict/CLAUDE.md - OAuth infrastructure add-on
  • Umbraco.Automate.Slack/CLAUDE.md - Slack provider
• Specifications:
  • docs/engineering-spec.md - Full technical specification
  • docs/functional-overview.md - Business-focused feature overview
  • docs/identity-ownership-permissions.md - Access control & identity spec

Target Framework

• .NET 10.0 (net10.0)
• Umbraco CMS 17.x
• WorkflowCore 3.9.0
• Central Package Management via Directory.Packages.props

Contributing

Contributions are welcome! See CONTRIBUTING.md for guidelines on:

• Development workflow and branch naming conventions
• Commit message format (conventional commits)
• Changelog generation and maintenance
• Pull request process
• Release and deployment procedures
• Coding standards

For development setup and build commands, see CLAUDE.md.

License

This project is licensed under the MIT License. See LICENSE for details.