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Executes actions when a new or edited record meets the criteria.

Record Match

Executes actions when a new or edited record meets the criteria.

UI DEMO

This is a UI interaction demo and function parameter example of this feature. You can experience it. Please note that this interaction demo only shows the UI interface and some parameters, and does not have actual data operations. If you want to really use this function, please log in to the system and enter the resource editor, and the function will take effect at that time.→ Go to Space

Editor

Please provide a concise and clear note, which will be displayed on the automation main interface for better understanding.

Run a test to verify the automation flow and ensure it works as expected.

Recommend Templates

These are the related templates that includes the feature. You can install it to get it started.
Contractor / Freelancer Management
The Contractor/Freelancer Management simplifies management from screening to completion. Centralizes resource management, links tasks, automates interview feedback emails, and tracks project expenses for transparency and budget control.
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Issue tracking
An issue tracking template to manage reported problems, track resolutions, and organize tasks for efficient team collaboration and product improvement.
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AI Project Issues and Tickets
Use AI automation to manage your product and project work orders, requirements, and bugs. By automatically collecting, summarizing, and prompting actions, you can manage project progress more efficiently and provide timely feedback to users on development progress
Install
7-Day Automated Email Marketing
Quickly set up a 7-day automated email outreach, especially suitable for scenarios including: continuous contact with potential customers, product launch countdown marketing, and ongoing welcome emails for new registrants.
Install
Send Emails in Bulk (Tag Triggered)
Super simple and easy-to-use bulk email sending feature. An intuitive data table to input email addresses or collect them through forms, trigger bulk sending based on tag changes, and view open rates and reply rates.
Install
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