Automations are here — and this is just the beginning. In April, we introduced Grist’s new Automations feature and showed you how to set up row-level email notifications that fire automatically when your data changes. Watch to see how automations can save your team time and keep everyone in the loop.

Timestamps

01:14 Example walkthrough
04:58 Building our first automation
14:58 Example 2: Expense approved, notify accounting
17:26 💡 Tip: Finding column ID
19:56 Example 3: Expense paid, notify employee
21:10 💡 Tip: Always test your variables
23:44 Example 4: Expense reviewed, notify employee
24:03 💡 Tip: Duplicate an automation
26:50 💡 Tip: Add multiple actions to the same automation
27:17 Action: Create a webhook
30:05 Monitoring automations
32:26 Setting up automations on the Free and Pro plans

Useful links:

• GetGrist.com | Resources | Webinars: https://www.getgrist.com/webinars/
• Help Center: https://support.getgrist.com/
• Community Forum: https://community.getgrist.com/
• Discord: https://discord.gg/MYKpYQ3fbP
• 📰 Automations: https://support.getgrist.com/automations/
• 📰 Integrator Services: https://support.getgrist.com/integrators/
• 📰 Webhooks: https://support.getgrist.com/webhooks/

Document shown:

• [MODIFIED] Expense Tracking for Teams Template: https://public.getgrist.com/mbwocLE8kXky/Expense-Tracking-for-Teams-Automations