An automation allows you to reduce repetitive steps, streamline manual processes, and ensure clean data. An automation is a set of rules you define to automatically perform actions.
Each automation has one trigger. There are two types of triggers:
Each automation can include multiple actions that happen in a specific order. Your trigger sets these actions in motion. An action can add, modify, or delete a record, or run a table-to-table import that you previously created.
For example, in a project management app, the trigger might be when a team member adds a new project to the Projects table. Your automation actions could be adding several default tasks to the Tasks table.
An automation can make changes to any app or table you have access to, however, they are always defined in the app where your trigger will take place.
Note: You must have admin-level permissions to an app to be able to view and create automations. More about automation limits.
To add an automation, go to Automations on the App Settings page, and click +New or click +New Automation from the Automations List page.
To edit an automation, click the automation name on the Automations List page.
Define the trigger that will start your automation. Choose the app and table for your trigger. If applicable, add additional criteria for your trigger. More about triggers
Define an action. Select Add a record, Modify record(s), Delete record(s) or Run a table import. Choose the app and table for your action. For add and modify records, select fields and specify values. You can type values, copy values from other records, or both. To add a new action, select +Add Action.
More about actions
You can copy an automation so that you can quickly get started on a new automation. Select the Copy icon in the Automations List page to create a copy.
A copy of your automation will appear in the list. Select to rename and edit the copied automation.
The Automations List page displays all the automations in your app. From this page, you can:
Select + New Automation create new automations
Select an automation name to edit an existing automation
Review information about automation runs and errors and click to view details
Delete an automation
Disable an automation (A disabled automation will not execute, but can be turned back on later)
Learn how to create an automation.
This page shows you:
|Name||The automation's name. Click the name to edit your automation.|
|Comments||Comments you add that describe what your automation does.|
The date the automation was last modified.
The owner of the automation. Whoever created or most recently edited the automation is the owner.
|Runs Count last 7 days||The total number of times your automation has run in the last 7 days. Click to see detailed information about each step.|
|Error Count last 7 days||The number of times your automation failed to complete in the last 7 days. Click for details.|
|Enabled||Click Off to disable an automation to keep it from executing.|
|Delete||Click the Trash icon to delete an automation. You will be prompted to confirm the delete.|
Note: The list of automations displays all automations triggered from this app. Automations triggered from other apps can still add, edit, or delete records in this app, but they will not be visible in this list.
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