Create an automation

With the help of automations, you can automate processes so that you not only save time, but also minimize the number of human errors. The first step towards automated workflows is to create an automation.

Create an automation

1. Open a Base in which you want to create an Automation.
2. Click in the Base header, and then click Automation Rules.
3. Click Add Rule.
4. Create the desired automation and confirm with Submit.

Individual steps

First, you make basic settings for the new automation rule. In this step, you name the automation and define in which table and in which view the automation should act.

In the next step, you define an event that serves as a trigger and triggers the automation. You can choose between entries that have been added or entries that meet certain conditions after a change. In addition, you can also select a periodic trigger, so that the automation is triggered daily, weekly or monthly at a certain time.

You can also limit the number of monitored columns and set one or more filter conditions for the trigger.

Finally, you specify one or more automated actions that are triggered by the previously defined trigger event. Possible actions, depending on the type of trigger, can be, for example, sending notifications and emails, adding or locking entries, and executing a Python script.

More helpful articles in the Automations section:

• Working with automations
• Automation examples