Automation Process

Automation Process helps you automate routine work in DBSheet by running preset actions when specified events occur. It provides the tools you need to reduce repetitive tasks and streamline business processes, making your work more efficient and helping you accomplish tasks with ease. With Automation Process, you can create flows from a preset template or build a blank flow, define triggers such as record creation or field value updates, set execution actions, use conditional branching, perform cross-table operations, and send notifications. You can also review run logs to check trigger time, execution results, and error details when troubleshooting issues such as incorrect conditions, missing permissions, missing target fields, or missing notification recipients. Whether you're configuring new workflows or checking historical execution records, Automation Process helps you stay productive and complete tasks efficiently across different devices and work environments. Choose the documentation below that best matches your needs to learn more.

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