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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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The Contractor/Freelancer Management Template 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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Content Marketing is crucial for SEO results. This template streamlines your strategy, tracks content production, sparks new ideas, aligns content with SEO keywords and audience, and manages campaign workflows.
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Comprehensive solution for managing IT assets and sending maintenance reminders
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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.
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Risk Assessment and Response
This template is designed to assist corporate leadership teams in documenting known risks within various departments (such as commodity price fluctuations or IT budget overruns) and developing corresponding mitigation and contingency plans
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Contractor Time Tracker
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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