> For the complete documentation index, see [llms.txt](https://docs.optionomega.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.optionomega.com/automation/getting-started.md).

# Getting Started

*Note: Broker setup is covered at the end of this page — it must be enabled before a strategy will automate.*

This page provides a step-by-step guide for setting up a sample automation strategy. In addition, [Automation Bootcamp on Option Omega Academy](https://academy.optionomega.com/course/automation-bootcamp) is designed as a visual companion to the written docs. It helps to have a solid grasp of both backtesting and strategies, along with familiarity with the material in [Backtesting Bootcamp](https://academy.optionomega.com/course/backtesting-bootcamp) and [Automation Bootcamp](https://academy.optionomega.com/course/automation-bootcamp).

Strategies can be created in one of two ways: from scratch or from your saved backtests.

Let’s look at creating one from a backtest.

Start by clicking **Test → Tests** and opening a saved backtest. You’ll see a large purple button labeled **Create Automated Strategy**. Select it, and a new window will open that auto-populates certain values based on the backtest.

<figure><img src="/files/Pz4c0KIuRR5JQ0ObewRF" alt=""><figcaption></figcaption></figure>

The first thing to note is the **Is Active** button. This is off by default. You can create and edit strategies, but to automate them, this button must be selected.

<figure><img src="/files/hOlAYzJwKtmZdokONsys" alt=""><figcaption></figcaption></figure>

You can name, describe, and tag your strategy. You also need to link a brokerage account for it to be automated.

Instead of stepping through every single variable, let’s look at a few key items that are unique to the strategy creation screen.

Under funds and allocations, you must select one of three allocation types: percentage, fixed value, or fixed quantity. This is set up differently in a backtest, where you can have multiple limiters.

<figure><img src="/files/z41IDeEsPNvyNSfQe6mw" alt=""><figcaption></figcaption></figure>

Other key items to review are [Profit Target and Stop Loss Order Types](/automation/profit-target-and-stop-loss-order-types.md) and [Trade Management](/automation/trade-management.md).

Also, take a look at the **Execution Parameters** at the bottom. You can set the price increment and speed interval to control how aggressively the automation tool enters and exits trades. You can also add **Exit Execution Overrides** if you want a specific exit condition to behave more or less aggressively.

<figure><img src="/files/tJLdS1fr2yTxJi6S82mV" alt=""><figcaption></figcaption></figure>

Lastly, to set up a broker, go to **Settings** in the upper right, then **Trading**. You can add a broker there and configure email alerts.

If you try to launch a strategy before setting up the broker, the platform will not function properly.

<figure><img src="/files/CWRWYZthK56KweF4IFY4" alt=""><figcaption></figcaption></figure>

<figure><img src="/files/WQxJSjrWDx6gfCsGYmJp" alt=""><figcaption></figcaption></figure>

Note: OO uses a standard email alert service. There are several reasons a user may not receive an email, including service-level, user-level, or company-level settings. Users should verify that they are receiving all alert emails. A good way to do this is to cross-reference them with activity log entries. Many users also set up a filter for alert emails to avoid spam.

Finally, and this is important, users of the platform should follow the [#known-issues](https://discord.com/channels/882705067210317915/1377977525933834260) channel on Discord. That’s where technical support discussion and time-sensitive updates are posted. It’s the fastest way to stay up to date.