Automations are a useful feature of SeaTable that helps you automate work processes. Consequently, with the help of automations you can not only save time, but also minimize the number of human errors in maintaining your data, since automatically completed process steps no longer need to be performed manually by a user.
Accordingly, automations have a particularly large impact in large data sets where they can handle a high number of work processes.
The following article is intended to give you an overview of the topic of automations in SeaTable and includes links to the various help articles related to this feature.
Functionality of automations
This article basically explains how automations work in SeaTable and is therefore suitable for getting started with the topic of automations.
Learn more about how automations work here.
Create an automation
The first step towards automated work processes is the creation of an automation. To ensure that everything goes according to plan and that the automation rules created have the desired effect, we have summarized the most important information for you in this article.
Learn how to create an automation here.
Manage and edit automations
Of course, you can edit already created, active automations afterwards. In this article, we will introduce you to the settings you can make when automating your work processes.
Learn more about managing automations here.
Active automations that you no longer need for a certain period of time can simply be paused and reactivated as needed.
Learn how to stop automations here.
You can also delete automations that are no longer needed. Please note that you cannot restore deleted automations.
Learn how to delete automations here.
Show execution log of an automation
To check the execution of automations, you have the option of displaying the execution log for each automation rule. In this log, you can view information about each automation run.
Learn more about the execution log of an automation here.
Why can't I find the automations in my base?
Can't find the automation function in your bases? It might have something to do with your SeaTable subscription.
Find out here why this may be the case.
Automation triggers represent the first of the two essential components of automations. The triggers, which you can set individually for each automation, trigger different types of automated actions.
Learn more about automation triggers here.
Automated actions represent the second of the two essential components of automations. The actions are triggered by the defined trigger events. Depending on the trigger, SeaTable can perform different automation actions.
Learn more about automation actions here.
rows Lock by automation
With the help of automations, you no longer have to manually lock rows in your tables, but can have this lock executed automatically. This is very useful if you always want to prevent a row from being edited further after a certain point in time (e.g. when a process has been completed).
Learn how to lock rows with automation here.
rows Add via automation
With the help of automations, you no longer have to manually add rows with certain entries to your tables, but can have these steps performed automatically. This is especially advantageous if you want to automate various process steps in your tables.
Learn how to add rows via automation here.
Add entries to other tables via automation
With the help of automations, you no longer have to make entries in other tables manually, but can have these steps performed automatically. The great advantage of this is that the trigger does not have to be in the same table as the action that is triggered. This automation is especially beneficial when you use different tables whose contents are related to each other.
Learn how to add entries to other tables via automation here.
Email dispatch via automation
With the help of automations, you no longer have to send e-mails manually to selected users, but can have them sent automatically. This is especially helpful if, for example, you want to inform users immediately about changes to the data in certain tables.
Learn how to send emails via automation here.
Linking entries via automation
With the help of automations, you no longer have to link entries in your tables manually, but can have these steps performed automatically. This is useful when you need certain data across multiple tables.
Learn how to link entries via automation here.