3 Powerful Automation Actions in SmartSuite

Рет қаралды 300

Күн бұрын

Uncover three essential automation actions in Smartsuite that can turn mundane tasks into efficient, automated workflows, saving you valuable time and effort. From updating records to sending emails to integrating with Slack. Learn how to swear off repetitive tasks and free up chunks of your day! 👇
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Learn more at these links: 🔗 👇
Learn the basics of Automation!
www.gapconsulting.io/webinar-...
Sign up for SmartSuite today!
partners.smartsuite.com/8ust3...
Getting Stuck? See how we can help!
gapconsulting.io
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Table of Contents: 📖 👇
00:00 - What this video covers
01:41 - SmartSuite database
02:49 - Automation Action #1 - When a record matches a condition
05:29 - Automation Actions #2 - Sending an email
07:31 - Changing the email address based on the trigger data
09:05 - Automation Actions #3 - Sending Slack notification
11:07 - Testing the full automation
13:25 - How to Get More Help!
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Software Resources (may contain affiliate links): 💻 👇
SmartSuite - airtable.com/invite/r/v0eI3ASY
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#SmartSuite #GarethPronovost #Nocde

Пікірлер: 3

@GarethPronovost 28 күн бұрын

Grab our automation training gapconsulting.io/webinar-registration Start a free trial in SmartSuite partners.smartsuite.com/8ust3byf6ihl

@davidcrowle760 21 күн бұрын

Hey Gareth, I'm trying to figure out how to create a "loop" in my automations. I was successful in Airtable, but I'm wanting to move to SmartSuite. I'm trying to schedule clients for weekly sessions that last for an entire month (or based of an end date). I built an automation loop that is supposed to end when the conditions exceed the "End Date" field. It's initiated by a single select "Create" option and the trigger is when a record is updated. I made a second automation that updates that new record to match the conditions of the first automation in order to start it all over. Everything runs great, but the second automation doesn't trigger the first one. Again, Airtable can do this, but SmartSuite can't for some reason. Any workarounds or thoughts?

@GarethPronovost 7 күн бұрын

I'm think we are still waiting for a true "loop" in SmartSuite automation - hopefully soon!