Overview
Automations in Gridly leverage AI technologies to improve content and localization workflows by performing automated actions, all within the well-known spreadsheet interface and without any help from developers needed.
Automations allow you to set up custom trigger-action workflows right inside your Grid. This can allow you to save hours of your team’s time and reduce unnecessary communication. Learn how to build automations to tackle the repetitive tasks that slow down your productivity.
Automations can be opened using the
icon in the Grid's right-hand side toolbar:
For an automation to run, you need to have at least a trigger and an action. When you turn your automations on, it will run the action steps every time the trigger event occurs.
Only Admins, Owners, and Custom Roles with Project management privilege are able to set up automations. Learn more in Permission overview.
Automation actions
An action is a step that performs a task, one example being sending a Slack message. When the trigger fires, the automation is said to be executed.
| Automation action | Description |
|---|---|
| Only continue if... | A conditional logic action that continues executing subsequent automation steps only when specific conditions are met |
| Set value | Update value, lock status, or color for cells |
| Formula editor | Execute custom formulas to calculate and manipulate data within your Grid columns using spreadsheet-style functions |
| Lambda function | Run custom serverless functions using programming languages like Python or Java, with customizable payload and postback mapping |
| Send web request (webhook) | Send HTTP requests (POST, PUT, DELETE) to external URLs with customizable headers, query parameters, and payload for webhook integrations |
| Send Slack messages | Automatically send customized messages to Slack channels or direct messages |
| Send a Discord message | Send automated messages to Discord channels or specific threads to track project changes and updates |
| Jira Ticket Creation | Automatically create new Jira tickets with Grid data to streamline issue tracking and project management workflows |
| Asana Task Creation | Create new Asana tasks automatically using data from your Grid to integrate project management with content workflows |
| Google Translate | Translate text content using Google's AutoML Translation service with support for custom glossaries and text-based columns |
| Amazon Text Translate | Fast, high-quality, and affordable language translation service from Amazon for individual text content |
| Google Loc Translate | Translate to multiple localization languages simultaneously using Google Translate |
| Amazon Loc Translate | Translate content to multiple languages at once using Amazon's translation service |
| GPT-4o Text Translate | Translate using OpenAI's advanced GPT-4o model for high-quality text translation with AI-powered language understanding |
| DeepL API | Translate content using DeepL's neural network technology for superior translation accuracy |
| Retrieve TM match | Search and retrieve the best Translation Memory matches for selected language pairs to ensure translation consistency |
| Algebras | Deliver precise, customizable localization solutions specifically designed for non-English markets |
| Amazon Standard Text To Speech | Convert text content into speech audio files using Amazon Polly's standard voice technology |
| Amazon Neural Text To Speech | Generate high-quality speech from text using Amazon Polly's advanced Neural voice technology for more natural-sounding audio |
| Amazon Sentiment Analysis | Analyze the emotional tone, sentiment, and attitude of text content using Amazon Comprehend's AI capabilities |
| Google OCR | Extract and recognize text from images using Google Cloud Vision service, supporting both regular text and handwriting detection |
| OpenAI Chat with GPT-4o | Generate AI-powered content, translations, and responses using OpenAI's most advanced GPT-4o model with image input support |
| ChatGPT-3.5 | Create, proofread, translate, and summarize content using OpenAI's ChatGPT-3.5 model for various text processing tasks |
| DALL-E Image Generation | Generate high-quality images from text prompts using OpenAI's DALL-E, including image creation, editing, and variation capabilities |
Triggers
Triggers are set up to start automated workflows whenever you add or update something in Gridly. Available triggers include:
Record
- Record created
- Record updated
- Record deleted
- Manual Record Trigger
Column
- Column created
- Column updated
- Column deleted
Tickets
- Ticket created
- Ticket updated
- Ticket deleted
- Ticket status changed
- Comment added
Manual
- Trigger button clicked
Subscribe to Automation actions
Some Automation actions require additional fees beyond your current plan and must be subscribed to before use.
For detailed information about automation action pricing and billing, refer to these articles:
To subscribe to Automation actions:
- From Gridly Homepage, access the CMS module.
-
Click
on the header to open Integrations, then open the Automation actions tab.
- Select the actions you want to purchase, click Subscribe, then Confirm.
To unsubscribe to Automation actions:
- Click Unsubscribe
- Click Confirm to remove the action