We recommend building automation examples directly in AI chat. Just describe the workflow you want, and AI will handle the full setup for you, including the trigger, actions, script, and configuration.
Build with AI
Open the AI Chat in your table’s right sidebar and tell AI what you want. For example, you can say:
“Every day at 6pm, find all tasks completed today, summarize them into a brief report, and email it to team@yourcompany.com”
AI will create the complete workflow automatically. You can review the generated script, test it with real data, and enable the workflow when ready.
Manual setup
- Create a workflow with trigger At Scheduled Time — daily at 18:00.
- Add an action → Get Records.
- Table: Tasks
- Filter:
Status is Completed AND Completed At is today
- Add an action → AI Generate.
- Prompt:
Summarize these completed tasks into a brief daily report.
Group by category if applicable. Keep it under 200 words.
Tasks: <insert Get Records output via +>
- Output Type: Text
- Add an action → Send Email.
- To:
team@yourcompany.com
- Subject:
Daily Task Report
- Body: insert the AI Generate output (via +)
- Test each step, then enable.
Variations
- Weekly digest: change the schedule to Fridays and the filter to “past 7 days”.
- Customer activity digest: query a CRM table for new interactions and summarize.
