> ## Documentation Index
> Fetch the complete documentation index at: https://help.teable.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Overview

> Create automation workflows with AI or manual configuration.

Teable Automation makes powerful workflows simple. No code, no drag-and-drop, no complicated setup. Just tell AI what you need in plain language, and Teable takes care of the repetitive work for you.

## Build with AI (from scratch)

The easiest way to get started. Open any table, click the **AI chat** on the right sidebar, and describe what you want:

* *"When a new order comes in, send a Slack notification with the customer name and amount."*
* *"Every Monday morning, email me a summary of tasks that are overdue."*
* *"When someone submits the feedback form, classify it and update the category field."*

AI creates and tests the entire automation for you - trigger, actions, and field mappings. Review the results in the Automation panel and enable.

## Build with AI (from trigger)

You can also start from a specific trigger and let AI build the actions:

1. **Add a trigger** — choose a trigger type (e.g. "When Record Created") and configure it.
2. **Add an action** — click **+**, go to **Build with AI**, and select **Run Script**.
3. In the configuration panel, click **Open Editor**.
4. Pick from the **suggestions** to get started quickly, or describe what you need in your own words.
5. AI generates the JavaScript code. Review it, click **Apply**.
6. Click **Test** to run the script with real data, then **Enable** the workflow.

## Build manually

You can also build automations step by step using the built-in actions:

1. **Add a trigger** — choose a trigger type, select the table, configure fields. Click **Test**.
2. **Add an action** — choose an action type (Create Record, Send Email, HTTP Request, etc.), map field values using **+** to insert dynamic variables. Click **Generate Preview** or **Run as Configured**.
3. **Enable** — click the toggle in the top-left corner.

## Editing a live workflow

Changes are saved as a draft. The live workflow keeps running on the previous version until you click **Apply Update**.

## Secrets

Use **Secrets** to store API keys, credentials, and configuration that an automation needs at runtime. Open the workflow on the editing tab, then click **Secrets** next to the test controls.

Secrets are scoped to the current automation. Script actions can read them from environment variables such as `process.env.EXTERNAL_API_KEY`. Saved values are write-only; enter a new value to update a secret.

## Run history

Open a workflow → **Run history**. The history panel lists each run with its status, time spent, and step details. Click a run to inspect per-step input/output.

Use the history filters to narrow the list by status, duration, or date range. For failed runs, use the run detail panel to diagnose or rerun:

* **Diagnose** opens AI Chat with the failed run as context, so you can ask Cuppy to explain the failure.
* **Full rerun** runs every step again and may create duplicate records, emails, or notifications.
* **Resume from failed step** is available when Teable can safely continue from the failed step.

Rerun attempts are marked as retries and link back to the original run.

## Limits

| Item                          | Limit                                     |
| ----------------------------- | ----------------------------------------- |
| Email sending rate            | 5 / second / base                         |
| Webhook receiving rate        | 50 / second / base, 2 / second / workflow |
| Webhook payload size          | 4 MB                                      |
| Run quota & history retention | Varies by plan                            |