September 14, 2022
Automations

How to Use Project Automations?

Automations allow you to configure custom trigger-action workflows directly within your Retable project. This will allow you and your team to save time by automating repetitive tasks, increasing communication efficiency, and reducing the overall margin of error. An automation consists of a trigger followed by one or more actions.

A trigger is a specified event that initiates the automation.

Trigger types;

  • When row added: When building an Automation, you may choose a trigger to start that automation. The "When row added" trigger allows you to trigger (or run) an automation for each record that enters a selected view (after the automation has been turned on).
  • When row deleted: When building an Automation, you may choose a trigger to start that automation. The "When row deleted" trigger allows you to trigger (or run) an automation for each record that enters a selected delete (after the automation has been turned on).
  • When cell updated: When building an Automation, you may choose a trigger that will start the automation. The "When cell updated" trigger allows you to select an entire record, or individual fields in a record, to monitor for updates. Anytime the select fields are updated the automation will trigger (or run) and start the action you created.
  • When form submitted: When building an Automation, you may choose a trigger that will start the automation. The "When form submitted" trigger track every record that comes into the table. An e-mail is sent to the relevant people each time a form is submitted.
  • At scheduled time: When building an Automation, you may choose a trigger that will start the automation. The "When form submitted" trigger track every record that comes into the table. An e-mail is sent to the relevant people each time a form is submitted.

An action is a step that performs a task such as sending an email. When the trigger fires and the subsequent actions are complete, the automation is said to be executed. There are many actions currently available.

Action types;

  • Send email: When building an Automation, you may choose the "Send an email" action. When the automation runs successfully, a corresponding email will be sent to selected email targets, containing the customizable information of your choosing during the automation configuration process.
  • Send records: When building an Automation, you may choose the “Find records” action. This will look for records matching specific conditions that you can specify within the action settings.

Retable Automations allows automating tasks with tools, and technology to achieve your goals efficiently, consistently and accurately. With Retable Automations, you can build custom, automated workflows to generate reports or perform other repetitive steps.

The more you can automate data entry and data consumption, the more useful your work will become.

You can follow the steps below to create a automation;

  • Click on the "Automations" field at the top right of the spreadsheet.
  • Fill in the "Name" and "Description" fields.
  • Select the trigger type.
  • If you choose "At scheduled time" from the trigger types, you only need to select the specific time to get notification.
  • If you choose "When row added", "When row deleted" or "When form submitted" trigger types, you need to select the table as well.
  • If you choose the "When cell updated" trigger type, you need to select a table and a column.
  • And then select the action type.
  • If you choose "Send email" , you need to fill "To", "Subject" and "Content" fields.
  • If you choose "Send records" from the action types, you need to select "Table" and "Condition".
  • After activating the automation toggle, click the save button.

Now, your automation is ready.