Using Automations
Creating an AutomationStep by step guide to creating your first automation
Automation Run History/ErroringLearn how to check your automation's run history logs.
Automation TriggersDiscover how to set up triggers for your automations and explore the available options for both native SmartSuite and integration triggers.
Automation ConditionsLearn how to configure Automation Conditions in SmartSuite and Understand Each of our Available Operators.
SmartSuite Automation ActionsLearn how to configure SmartSuite Automation actions
Managing AutomationsEditing, duplicating, deleting, disabling automations and SmartSuite Automation Limits
Using Checklists in Automations
Common Automation Error TroubleshootingTroubleshooting the most common error messages in SmartSuite's Automation History
Automation Action: Merge RecordsLearn how to configure an automation that will identify and merge duplicate records in SmartSuite.
Automations: Using Action DataLearn how to use automation action data in subsequent actions.
Automation Action: Create a CommentLearn how to automatically add comments to records using SmartSuite's native Create a Comment automation action.
Automation Action: Generate PDFGenerate a PDF as part of a native SmartSuite automation!
Automation Trigger: Webhook
Automation Trigger: Button ClickLearn how to use SmartSuite's button field type to trigger automations through manual user action.
SmartSuite: Send a NotificationKeep your team informed without leaving SmartSuite