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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.

Recommanded Templates

These are the related templates that includes the feature. You can install it to get it started.
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Effortlessly plan and track digital marketing initiatives with this template. Align goals with tasks, monitor progress, and use automation to send reports to Slack upon goal completion for seamless collaboration.
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Contractor Time Tracker streamlines work data management by connecting tables, simplifying task, personnel, and client tracking for improved efficiency and accuracy in managing projects.
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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 Automated Product R&D Management
This template helps teams efficiently manage the entire product development process, covering requirements submission, task breakdown, bug tracking, and version iteration. Through structured data management and automated reminders, it ensures team information synchronization, improves collaboration efficiency, and reduces the risk of task omission. The AI capabilities integrated into this template automatically extract key information, optimize and polish it, and generate version iteration reports for each update, significantly improving R&D management efficiency and execution.
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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
Agile Workflow
Streamlines project management for teams, enhancing collaboration and visibility in Agile practices
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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.
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IMG
Employee Scheduling
The Employee Scheduling template is designed to efficiently manage employee availability and weekly schedules. This template helps avoid conflicts and improves overall scheduling efficiency.
Install
IT Assets Management & Reminder
Comprehensive solution for managing IT assets and sending maintenance reminders
Install
Value-Risk Matrix
Manage tasks by prioritizing them based on risk and value, and trigger automated notifications for high-priority tasks
Install
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