Please note: all trigger setup can be done in AI chat. Tell AI what you want the workflow to do, and it will handle the rest.
Build with AI
Open the AI Chat in your table’s right sidebar and describe what you want.
AI handles everything: it chooses the right trigger, maps the relevant fields, and sets up all actions automatically.
Describe the goal once, and the workflow is ready — no manual setup needed.
Example: “When I click the Approve button, update the status and notify the team.”
Configuration
| Setting | Required | Description |
|---|
| Table | Yes | The table that contains the button field |
| Watch Fields | Yes | The button field(s) to monitor for clicks |
| Filter | No | Only trigger if the record matches these conditions when the button is clicked |
- Open the table where you want the button.
- Click + to add a new field.
- In the field type menu, go to Advanced and select Button.
- Give the field a name (e.g., “Approve”, “Send Invoice”, “Export”).
- Save the field. A clickable button will now appear in every row of that column.
How to set it up
- Open your automation and add a new trigger.
- Select When button clicked.
- Choose the Table that has the button field.
- In Watch Fields, select the button field you want to monitor. You can select multiple button fields if needed.
- (Optional) Add a Filter to restrict which rows can trigger the automation. For example,
Status not equal to Completed will prevent the button from firing on already-completed records.
- Save and activate the automation.
- Add your action steps. Click + in any action field to insert data from the clicked row.
What data is available to next steps
When a button is clicked, the trigger provides:
- Record ID — the unique identifier of the row where the button was clicked.
- All field values — every field in the clicked row is available as a variable. This includes text, numbers, dates, linked records, attachments, and more.
This means you can use the row’s data to populate emails, update other records, or send data to external APIs — all based on the specific row the user clicked.
When to use
- One-click approval workflows. Add an “Approve” button to each row. When clicked, update the status to “Approved” and send a notification to the requestor.
- Generate a report or document on demand. A “Generate Report” button triggers an AI action or HTTP request to create a PDF or summary for that specific record.
- Push a record to an external system. A “Sync to CRM” button sends the row’s data to Salesforce, HubSpot, or another platform via an HTTP request.
- Send a personalized email. A “Send Reminder” button composes and sends an email using the row’s contact information and relevant details.
- Trigger a manual review step. A “Flag for Review” button marks the record and notifies a manager, giving humans explicit control over which items get escalated.
Tips
- The button field itself does not store data — it is purely a trigger mechanism. You will not see a value in the cell; just a clickable button.
- If you have multiple button fields in a table, you can create separate automations for each one, or use a single automation that watches multiple buttons and uses conditional logic.
- The filter is evaluated at the moment the button is clicked. If the record does not match the filter, the automation simply does not run — the user will not see an error.
- Button triggers are great for workflows where you want human judgment before an action is taken, rather than fully automatic processing.
