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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.

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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.
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Automation Dashboard on PrimeVault

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Bulk Actions with CSV

You can automate hundreds of transfers using a single CSV upload.
  1. 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.
  2. 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).
  3. Run or Schedule
    • Choose to run automation.
    • Each row of your CSV produces one automated action, using corresponding values.

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Example

Suppose you want to send variable amounts of Solana from a billing vault to 248 different counterparties listed in a CSV.
  • 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.