Automations

automations automations help you schedule and execute bulk actions (such as transfers) across accounts and counterparties on primevault you can use automations to streamline repetitive workflows and scale operations efficiently what is an automation? automations allow you to set up actions to run immediately, at a specific future time, or as recurring jobs program transfers, payments, or other supported actions in bulk integrate csv data to power dozens or hundreds of automated transactions at once automations are useful for scenarios including mass payouts, recurring billing, or batch asset movements bulk actions with csv you can automate hundreds of transfers using a single csv upload prepare your csv your csv must include a header row common columns are date, amount, counterparty amount amount to transfer for the row counterparty recipient vault or address note header names are flexible and can be customized for your workflow configure automation in the primevault dashboard navigate to automations choose upload csv map each column from your csv to an action variable (for example, map the amount column to the transfer amount) run or schedule choose to run automation each row of your csv produces one automated action, using corresponding values example suppose you want to send variable amounts of solana from a billing vault to 248 different counterparties listed in a csv amount counterparty 10 vaulta 20 vaultb 15 vaultc upload your file to primevault automations map columns to action parameters review and confirm the automation primevault processes each transfer according to your specified schedule