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 order is created in the Sales project, create a matching record in the Fulfillment project with the order ID, customer name, amount, and status set to Pending”
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 in the Sales project with trigger When Record Created.
- Select your Orders table.
- Click Test.
- Add an action → Create Record.
- Click Cross-Project Access next to the table selector.
- Navigate to the Fulfillment project and select the Orders table.
- Map fields:
- Order ID → trigger’s Order ID (via +)
- Customer → trigger’s Customer
- Amount → trigger’s Amount
- Status →
Pending Fulfillment
- Click Test, then enable.
Two-Way Sync
To sync updates in both directions:
- Create a second workflow in the Fulfillment project.
- Use When Record Updated → Update Record with Cross-Project Access pointing back to the Sales project.
- Use a filter to avoid infinite loops — e.g. only trigger when specific fields change, and check that the value actually differs before updating.
