Automation overview

Table of contents:

• Overview
• Automation actions
• Triggers
• Subscribe to Automation actions

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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 theicon 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.

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
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:

• Add-on pricing
• Billing overview
• Managing your subscription

To subscribe to Automation actions:

1. From Gridly Homepage, access the CMS module.
2. Click on the header to open Integrations, then open the Automation actions tab. 
3. Select the actions you want to purchase, click Subscribe, then Confirm.

To unsubscribe to Automation actions:

1. Click Unsubscribe
2. Click Confirm to remove the action