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Creating automations

Build workflows that run automatically when events occur. This guide creates a simple automation that logs new user emails. Automations consist of triggers, blocks, and actions — start with a trigger, add logic if needed, then define actions.

note

New to the automation builder? See the builder interface guide to learn about status indicators, drag-and-drop controls, and the data source picker.

Step-by-step setup​

  1. Go to automation

    • Click Automation in the top navigation.
    • Click + Add to create a new automation.

  2. Set up the trigger

    • Click the Trigger block.
    • Set Trigger Type to "When record created".
    • Select your Users collection.
    • Set Table Alias to user.

  3. Add action

    • Click Add Condition, Record or Action.
    • Select Action.
    • Choose Logger action.
    • Set Log Source to "Log Variable".
    • Enter {{user.email}} in Variable to Log.

  4. Activate and save

    • Click the Activated toggle to turn it on.
    • Click Save.

Configuration reference​

FieldDescription
Trigger TypeWhen record created, updated, deleted
Execution PhaseBefore or After database operation
Select TableCollection that triggers automation
Table AliasReference name for record data

Variables in inputs​

Use variables for dynamic data. Click + next to fields to select from:

  • Trigger record fields (for example, {{user.email}})
  • Queried records (for example, {{manager.name}})
  • Variables (for example, {{welcomeMessage}})

Example: Log new user emails​

Trigger: When record created (alias: user)
Action: Logger
  Log Source: Log Variable
  Variable: {{user.email}}