3 Powerful Automation Actions in SmartSuite

Automation can help save significant time by handling repetitive, mundane tasks automatically. This allows you to free up more of your day for higher-impact work. In this post, we'll outline three beginner-friendly automation actions you can set up right away in SmartSuite.

Welcome to SmartSuite Automations

SmartSuite is a versatile no-code platform with robust automation capabilities. Whether you're new to building automations or want to take your automated workflows to the next level, SmartSuite has you covered.

Let's walk through a simple SmartSuite setup to see automation in action:

Setting Up the Environment

First, create a table called "Example Data" with the following fields:

Name
Assigned To
Priority
Status
Checklist
Due Date

Here's an example record:

| Name | Assigned To | Priority | Status | Checklist | Due Date || --- | --- | --- | --- | --- | --- || Thing 1 | John Doe | Medium | In Process | [ ] Step 1, [ ] Step 2 | Dec 1 |

The checklist field will serve as our automation trigger.

Trigger: Checklist Completed

To build an automation, we first need a trigger event. In this case, we'll use the checklist being fully completed:

Setup

Trigger: When checklist is fully resolved
Table: Example Data
Condition: All checklist items resolved

When all items are checked off, our automation will activate.

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Action 1: Update Record

The most common action is updating the record that triggered the automation. For example, we can automatically mark a task as "Complete" when its checklist is finished.

Setup