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 8am, find all tasks where the due date has passed and status is not Overdue, then update their status to Overdue”
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 08:00.
- Add an action → Get Records.
- Table: Tasks
- Filter:
Due Date is before today AND Status is not Overdue
- Click Test to see matching records.
- Add an action → Update Record.
- Click Loop Run below the table selector.
- Select the array output from the Get Records step.
- Map:
- Record ID → the current item’s record ID (via +)
- Status →
Overdue
- Click Test, then enable.
How It Works
The Get Records step returns an array. The Update Record step with Loop enabled iterates through each item and updates it individually, in order.
