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 a new order is created, notify the team on Slack.”Configuration
| Setting | Required | Description |
|---|---|---|
| Table | Yes | The table to watch for new records |
| Filter | No | Only trigger if the new record matches these conditions. Uses the same filter builder as views |
How to set it up
- Open your automation and add a new trigger.
- Select When record created.
- Choose the Table you want to monitor.
- (Optional) Add a Filter if you only want to react to certain new records. For example,
PriorityequalsHighwill ignore new records with other priority values. - Save and activate the automation.
- Add your action steps. In each action, click the + button in any field to insert values from the trigger — you will see every field of the new record listed.
What data is available to next steps
When this trigger fires, all fields of the newly created record are available as variables in subsequent steps:- Record ID — the unique identifier of the new record
- All field values — every field in the table (text, number, date, attachments, linked records, etc.) can be referenced by clicking + in any action’s field mapping
How the filter works
The optional filter lets you narrow which new records actually trigger the automation:- If no filter is set, every new record fires the trigger.
- If a filter is set, the trigger only fires when the new record matches all conditions. Records that do not match are silently ignored.
The filter is evaluated based on the field values at the time the record is created. If a field is empty at creation and filled in later, the automation will not retroactively fire.
When to use
- Send a welcome email to a new contact. When a contact is added to your CRM table, automatically send a personalized welcome email using the contact’s name and email address.
- Create a linked task when a new project is added. When a project record is created, automatically create a default set of tasks in a Tasks table linked to the new project.
- Notify your team about new orders. Post a message to Slack or send an email to the sales team whenever a new order comes in.
- Auto-classify incoming records with AI. When a support ticket is created, use the AI Generate action to categorize it based on the description field.
- Log new records to an external system. Use an HTTP Request action to push new record data to a CRM, ERP, or data warehouse.
Tips
- This trigger fires for records created by any method, including other automations. If you have an automation that creates records in the same table, be careful to avoid infinite loops. Use a filter to exclude records that were created by automation (for example, by checking a flag field).
- The trigger fires once per record. If 10 records are bulk-imported, it fires 10 separate times.
- If you need to react only to records created through a specific form, use the When form submitted trigger instead — it gives you tighter control.
- Fields that are empty when the record is created will still be available as variables, but their values will be blank. Make sure your actions handle empty values gracefully.
Related
- When form submitted — fires only for form submissions, not all record creation methods
- When record updated — fires when existing records change
- Create record action — the action counterpart for creating records in workflows