Choose what type of automation your workflow performs when triggered, with an action block. … There are four types of workflows, and each type has …
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Automated workflows
Add an email address or contact to a contact column in a sheet with specific triggers. … Follow these steps to assign people in an automated …
Create workflows to automate the repetitive, manual tasks that dominate your day. … Create workflows to automate the repetitive, manual tasks that …
Use automated notifications to receive update requests, approval requests, and reminders via email every time a specified action triggers a …
Use the table below as a reference for what you can do with automated workflows depending on your permission level. Owner Admin Editor Viewer …
Use this capability to generate purchase orders, patient intake forms, contracts, or other standard documents in your work processes. … Use this …
With the Change cell value action, you can input data to text/number, single-select dropdown, multi-select dropdown, and checkbox columns. … With the …
Define conditions to filter which rows to include in an alert or action by using the trigger block and action blocks in your automation workflows. … …
Make it easy for recipients to understand alerts and requests by including customized messages placeh olders or limiting the information so they see …
Learn how to collect, track, automate, and report on work. … This learning track will help you get started tracking changes and automating work …
Run an active workflow any time you want. … You can manually run a workflow to see the results of changes, or if you have new data and need the …
Use update requests to get collaborators not shared to your sheet to update rows, or for others to update rows without having to navigate to the …
Notification Center provides a way to take action quickly on other items (update requests, approval requests, notifications) as you work in …
Reminders let you alert yourself or others about specific tasks in your sheet. … Reminders let you alert yourself or others about specific tasks in …
When you create workflows to collaborate with stakeholders, you can request multiple approvals and create an order for those approvals. … Approval …
Create a workflow to automate update requests to send to your colleagues. … Request updates when someone assigns a task listed in the sheet or when …
Create a workflow to send email notifications when someone edits your sheet. … Create a workflow to send email notifications when someone edits your …
Define the criteria that trigger your workflow and the frequency of change-based workflow. … When creating automation workflows, you can select …
As your work processes develop, you may need to tweak, copy, disable, delete, unsubscribe from, or subscribe to an automated workflow. … Access your …
Use the Record a date action to set the date when a workflow is triggered. … To record a date when a workflow triggers: Go to Automation > Create …