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 Monday at 9am, create a new Weekly Review task in my Tasks table with status set to To Do”
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 and choose the trigger At Scheduled Time.
- Configure the schedule:
- Frequency: Weeks, every 1 week
- Weekdays: Monday
- Trigger time: 09:00
- Time zone: your local time zone
- Click Test to verify the next trigger time.
- Add an action → Create Record.
- Select your Tasks table.
- Map the fields:
- Title →
Weekly Review
- Due Date → use the + button to insert the trigger’s timestamp
- Status →
To Do
- Click Run as Configured to test.
- Enable the workflow.
Variations
- Daily standup reminder: set frequency to Days, every 1 day, at 09:00.
- Monthly invoice: set frequency to Months, day 1, to create a billing record at the start of each month.
- One-time event: set frequency to One-time for a single future date.
