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.

‍

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

• Action: Update Record
• Update: Status to "Complete"

‍

Action 2: Send Email

Another useful action is sending email alerts. For example, email the assigned user when their checklist task is done.

Setup

• Action: Send Email
• To: Assigned user's email

You can customize the recipient, subject, body etc.

‍

‍

Action 3: Send Slack/Teams Message

Keep your team updated by automatically posting event notifications in Slack or Teams:

Setup

• Action: Send Slack/Teams message
• Channel/User: Project channel or individual
• Message: Task #123 has been completed

Testing Your Automations

After setting up an automation, test it out! Create a record, meet the trigger condition, and validate your actions are working.

You can check the automation history in SmartSuite to see execution logs for troubleshooting.

‍

To experience the future of automation firsthand, start your free SmartSuite trial today!