← All articles

Automations: when this happens, do that — Stack the steps (2)

• Make a document. Generate a PDF fills a print template, then saves the file on the record, emails it, or both. • Control the run. Wait pauses it for a set time, up to 30 days, or until a date on the record, however far off that date is. Only continue if… ends it quietly when its condition doesn't hold. Find records looks records up, and can run every step below it once per record it finds. Request approval asks a person to decide. Every text box accepts template tokens that render per run: {{record.name}}, {{record.id}}, {{record.url}}, and {{record.}} for any field, plus {{table.name}}, {{workspace.name}}, {{trigger.summary}}, {{now}}, and {{today}}. Unknown tokens render as empty text, and field keys are the same slugs the API uses.
Nothing here answered it? Ask us directly — we usually reply within one working day.

Made with RowFold