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:
“When a new ticket is created, check the priority field. If it’s Urgent, email the on-call team. Otherwise, email the general support queue”
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 When Record Created.
- Select your Tickets table.
- Click Test to get a sample record.
- Add a Condition node.
- Set the rule: Priority
is Urgent.
- Click Test.
- On the true path → add a Send Email action:
- To:
oncall@yourcompany.com
- Subject:
Urgent ticket: + ticket title (via +)
- Body: ticket description (via +)
- On the false path → add a Send Email action:
- To:
support@yourcompany.com
- Subject:
New ticket: + ticket title
- Body: ticket description
- Test both paths, then enable.
Tips
- You can nest conditions: add another condition inside the false path to separate “High” from “Low” priority.
- Combine rules with AND/OR — e.g.
Priority is Urgent AND Assignee is empty.
