Automations

Trigger actions automatically when your data changes.

What are automations?

Automations let you define rules: when something happens (trigger), do something else (action). They run in real-time and are logged in the audit trail.

Examples:

•When a record's status changes to "Approved", notify the requester

•When a new record is created, assign it to a team lead

•When a due date passes, escalate the record's priority

Triggers

A trigger is the event that starts the automation:

•Record created — A new record is added to the board

•Record updated — Any field in a record changes

•Field value changed — A specific field reaches a specific value

You can combine triggers with conditions to make automations more precise. For example: trigger when status changes, but only if priority is "High".

Actions

An action is what the automation does when triggered:

•Update record — Change field values in the triggering record

•Create record — Add a new record to any board

•Send notification — Alert specific users or roles

Actions execute in order. The output of one action can feed into the next.

Managing automations

Access automations from the board menu. Each automation shows:

•Status — Active or paused

•Trigger — What starts it

•Actions — What it does

•Last run — When it last executed

You can pause, edit, duplicate, or delete automations. All automation runs are logged in the audit trail.

Be careful with automations that create records — they can trigger other automations, creating loops. SAJEL has built-in loop detection, but it's best to design carefully.