Retable - How to Create Automations
Hey!
To create your first automation with Retable, you just need to follow a few steps. Automations are project-based, so you can create automations for all the tables within your projects. Let's explore how to do it together.
📌 Go to your project.
📌 Click on the automation icon located at the top right.
📌 In the automation window that opens, click on "+Add New."
📌 In the opened automation pop-up, give a name to your automation from the "Name" field. You can also optionally add a description.
📌 Select your trigger type.
📌 Fill in the appropriate options based on the trigger type you selected. For example, if you choose the "When cell is updated" trigger, you should also select the table where this trigger will work and specify the column to which the trigger will be applied.
📌 After making your trigger selections, you should choose your action. If you select the "Send Mail" action, simply fill in the "To, Subject, and Content" fields. If you choose the "Send Records" action, you can apply filters to create conditions for your action. After that, fill in the "To, Subject, and Content" fields.
📌 After completing all your settings, don't forget to click the "Save" button.
📌 Once you have saved your automation, you can start running it by activating the toggle next to the name of your automation.
That's it! 🚀