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 morning at 8am, find tasks due within the next 2 days that aren’t completed, and email each assignee a reminder”
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 within next 2 days AND Status is not Completed
- Click Test to see matching records.
- Add an action → Send Email with Loop enabled.
- Select the array from the Get Records step as the loop source.
- Map:
- To → Assignee’s email (via +, referencing the current loop item)
- Subject:
Reminder: "<task title>" is due soon
- Body:
Your task "<task title>" is due on <due date>. Please update the status when done.
- Click Test, then enable.
Tips
- Adjust the filter window (“next 2 days”, “next 7 days”) based on how urgent tasks typically are.
- Add a condition to only email tasks where the Assignee is not empty.
