Automations
Automations let you turn repeatable processes into running workflows. Triggers watch for events (a form submission, a record change, a schedule, an inbound webhook), and steps run in sequence - sending emails, updating records, waiting for approval, branching on conditions, or calling external services.
The workflow builder supports 26 step types with a durable state machine that supports pause/resume and chaining.
Creating Workflows
- Pick a trigger (form submission, record change, schedule, webhook, manual)
- Add steps to the canvas and wire them together
- Configure each step’s inputs using data from earlier steps
- Test with sample data before publishing
- Enable the workflow to start handling live events
Step Types
| Step | Description |
|---|---|
| Send Email | Send a templated email to one or more recipients |
| Send Notification | Post an in-app notification to users or followers |
| Slack | Post to a Slack channel |
| HTTP Request | Call an external API with custom headers and body |
| Webhook | Forward the payload to a configured webhook |
| Table Operations | Create, update, or delete table rows in bulk |
| Generate Document | Produce a document from a template pack |
| DocuSign Send | Send a document via DocuSign |
| Create Matter | Open a new matter from a board template |
| Run Workflow | Invoke another workflow and wait for or fire-and-forget its result |
| Approval Request | Pause the workflow until an approver accepts or rejects |
| Assign User | Assign a row, matter, or task to a user or team |
| Delay | Pause for a fixed duration before continuing |
| Condition | Route execution down one of several paths based on a condition |
| Loop | Iterate over a list and run child steps for each item |
| Status Change | Update the status of a row, matter, or step |
| Data Transform | Reshape step inputs into outputs via mapping rules |
| Code | Execute sandboxed JavaScript against step inputs |
| AI | Call the AI assistant with a prompt and tools |
| Duplicate Check | Look for duplicates in a table before creating |
| Pipeline Sync | Push or pull data from a connected pipeline integration |
| Evidence Snapshot | Capture an audit-ready snapshot of step inputs and outputs |
| ESOP Automation | Run an ESOP-specific automation (grant, leaver, etc.) |
| Performing Arts Visa Automation | Run a visa-addon automation step |
Execution & History
- Every run is recorded with its inputs, outputs, and step timings
- Failed steps can be retried individually without restarting the whole workflow
- Long-running workflows survive restarts - paused steps resume from where they left off
- Filter history by trigger, status, or date range to audit past activity
SQL Console
The SQL console gives admins a read-only surface to query workspace data directly. Use it to prototype queries for Run SQL steps, validate data before wiring it into a workflow, or answer ad-hoc questions without leaving the app.