Overview
Automations allow you to perform an action whenever a record fires the trigger for that automation. When building an automation, the first step is to the choose the trigger that will start that automation. The "When a record matches conditions" trigger will trigger (or run) when a record matches the conditions you define within your trigger step.
NOTE
Automations is in active development and more functionality is on the way. Automations is currently available on Pro and Enterprise plans. If you have any feedback to offer, feel free to share that with us
here.
Choose a trigger
After you add an automation, the first step is to select the trigger you want to use. In this example, we'll use the "When a record matches conditions" trigger.
Note that your automation won't trigger for any existing records in your base—this automation will only be triggered by records that meet the conditions after your automation is turned on. If you do find yourself needing to update existing data in your tables we recommend checking out the Batch update app.
Select your data
After choosing the trigger, you need to select the table that you want to setup your filter conditions for. Then, add in the filter criteria you want to use to trigger the automation. In the example below, we've configured the automation to trigger every time a new candidate matches reaches the "Onsite Interview" stage for the "Marketing Manager" role.
You'll then want to test your trigger to make sure it works.
TIP
This trigger is similar to the
When a record enters view trigger, except that you don't need to create a view to set it up. This should allow creating more self-contained automations and avoid the problems of accidentally triggering executions or breaking the automation by changing the view it depends on.
Add an action
After you’ve configured and tested the trigger, it’s time to add an action. In the example below, we’ll use the “Send a Slack message” action to send a message every time a new candidate matches the filter criteria. We'll then use that data to populate the Slack message with the information from the triggered record.
Once you've setup the action, run a test on the action to make sure it's configured correctly. Lastly, make sure to turn your automation on. You can then view information on any past automation occurrences in that automation's run history.