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 tableās right sidebar and tell AI what you want. For example, you can say:
āWhen a taskās status changes to Completed, write the current date and time into the Completed At fieldā
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 Matches Conditions.
- Select your Tasks table.
- Set the filter:
Status is Completed.
- Click Test.
- Add an action ā Update Record.
- Map:
- Record ID ā the trigger recordās ID (via +)
- Completed At ā use an expression or set to the triggerās timestamp
- Click Test, then enable.
Why āWhen Record Matches Conditionsā?
This trigger fires once ā at the moment the record transitions to matching. If someone later edits the Description (while Status is still āCompletedā), the workflow does not fire again. This prevents the timestamp from being overwritten.
Variations
- āStarted Atā ā trigger when Status becomes āIn Progressā.
- āEscalated Atā ā trigger when Priority becomes āUrgentā.
- āApproved Atā ā trigger when Approval becomes āYesā.
