Introducing Automations

We’re happy to announce Automations which will allow you to automate tasks which saves you time from doing manual tasks.

Automations can be used to automate the execution of a workflow at a scheduled time or whenever an event gets triggered. These Events are referred to as triggers, which when successfully gets triggered, automatically executes the workflow.

Below is the list of available triggers and actions.

Why Automations?

We received a lot of requests from many of our customers who wanted to do repetitive tasks such as Daily reminders to their sales team, wanted to get notified whenever a new employee joins the company, or trigger an email whenever a particular Row is updated in sheets. That’s when we felt the need of adding automations to our roadmap where you can automate your repetitive tasks.

Where will you find it?

You can find Automation on the left side navigation bar on your Studio homepage as shown below

Lets, See various trigger option and how do wo Configure them

TRIGGERS

1. SCHEDULER

A workflow can now be scheduled to get executed at a particular time or at regular intervals, instead of a manual button click. Below are the scheduling options available.

For Example: Consider you have a series of tasks configured in a workflow, that you manually initialize every month on the first monday. Now this can be automated using the scheduler trigger as follows.

2. SHEETS

Below are the triggers available with sheet events.

  • New Sheet Row - Gets triggered whenever there a new row gets created in the selected sheet
  • Update Sheet Row - Gets triggered when an existing row gets updated in the selected sheet
  • New or Update Row - Gets triggered when a new row gets created or an existing row gets updated in the selected sheet

3. WEBHOOKS

If the need is to get notified whenever an event happens in a third party service, webhooks are the best option. Automations now provide webhooks REST API, which can be registered to an external service and get notified in an event of change happening there. This in turn can be used to trigger an action.

ACTION

1. INITIATE WORKFLOW

This action executes the selected workflow once the trigger event occurs. Configuring a workflow involves the below steps

  1. Select an App
  2. Select a workflow

  1. Configure the controls

  2. Once a workflow gets selected, the list of controls from the selected workflow gets displayed.

  3. For a Scheduler trigger type, only static values can be given to the controls as inputs. But for other trigger types, either static values can be provided or respective trigger keys can be mapped.

  4. There dropdown are either columns in case of a sheet trigger or json keys in case of webhook trigger

TEST

Before finally saving the automation, the user can test the automation by clicking on the test button. Based on the trigger selected, there will be test values selected. These selected values will be used to provide test values mapped to the control inputs.

Don’t forget to enable toggle at the top to make your Automation LIVE

Have any thoughts, suggestions or feedback? We’d love to hear from you. Head to our forum to share in our Suggestions Section

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