Automations: when this happens, do that — Tips

• Matches conditions fires only when a record enters the state — reach for it for "when status becomes Done," not "while status is Done." • Test any rule with Run now in the editor — it runs against the table's newest record without waiting for a real trigger. • Drop tokens like {{record.name}} into email subjects, webhook URLs, and AI prompts; GET /api/v1/tables lists the field keys for {{record.}}. • Automation changes show in the audit log as Automation · its-name, so you can always see what a rule touched. • A webhook-triggered automation plus Create a record turns any outside system into an intake: point your form tool or payment provider at the inbound URL and rows appear.