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.
You can copy an automation so that you can quickly get started on a new automation. Click the Copy icon in the Automations List page to create a copy.
A copy of your automation will appear in the list. Click to rename and edit the copied automation.
The Automations List page displays all the automations in your app. From this page, you can:
Click + New Automation create new automations
Click an automation name to edit an existing automation
Review how many times an automation has run
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||The total number of times your automation has run. Click here to see details of those runs, including start time, duration, status, and an error message if applicable.|
|Error Count||The number of times your automation failed to complete. 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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