Rules

Rules let you set up recurring automated actions, such as periodic token purchases. Think of them as a "set and forget" automation layer on top of your strategies.

graph LR
    A["Define<br/>Conditions"] --> B["Set<br/>Actions"]
    B --> C["Attach to<br/>Strategy"]
    C --> D{"Conditions<br/>met?"}
    D -->|Yes| E["Execute<br/>Actions"]
    D -->|No| F["Wait &<br/>Re-check"]
    F --> D
    style A fill:#1A3FBA,color:#fff,stroke:none,rx:8
    style B fill:#4568D0,color:#fff,stroke:none,rx:8
    style C fill:#81A1EE,color:#fff,stroke:none,rx:8
    style D fill:#EEF1FB,color:#1E2A4A,stroke:#81A1EE,rx:8
    style E fill:#1A3FBA,color:#fff,stroke:none,rx:8
    style F fill:#A4BDFA,color:#1E2A4A,stroke:none,rx:8

How rules work

A rule consists of:

• Actions — what to do (e.g., swap tokens, supply to a lending market)
• Conditions — when to trigger (e.g., every 24 hours, when a token balance exceeds a threshold)
• Strategies — which strategy the rule is attached to

Once a rule is active, the automation server checks the conditions regularly and executes the actions when all conditions are met.

Managing rules

Go to Strategies > Rules in the sidebar to see all your rules.

• Create a new rule by defining actions and conditions
• Attach a rule to a strategy to link them together
• Detach a rule to stop it without deleting it

Fees

A $0.50 attach fee is charged each time you activate a rule.