In this article:

Overview

Automations are the updated version of Triggers in Gridly - It helps embrace 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 allows 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 found on the sidebar in a Grid:

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.

Note

Only Admin and Owner, or Custom Roles which have the ability to manage projects are able to set up automations.

Learn more about Company Roles, Project Roles and Company Group.

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

Column

Column created
Column updated
Column deleted

Tickets

Ticket created
Ticket updated
Ticket deleted
Ticket status changed
Comment added

Manual

Trigger button clicked

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.

Available actions include:

To create and run successful automations, please view this article: Creating an automation.

How to install Automation actions

Some automation actions can cost extra fees to your current plan, so you are required to install before using.

Click on the header to open Integrations, then open the Automation actions tab.
Select the actions you want to purchase, click Install, then Confirm.