Workflow Automation

SmartTable's workflow automation engine lets you build no-code automations that react to events in your data. Introduced in v1.6.0, it can save time on repetitive tasks and keep your team in sync.

How Workflows Work

A workflow has two parts:

• Trigger — The event that starts the workflow.
• Nodes — The actions and decisions that run after the trigger.

Workflows are bound to a base or a specific table. You can pause, resume, edit, and version them at any time.

Creating a Workflow

1. Open Workflow from the left menu.
2. Click New Workflow.
3. Select the associated base or table.
4. Enter a name and description.
5. Click Create and start adding nodes.

Trigger Types

Trigger	When It Fires
Specified Time	One-time or recurring (daily/weekly/monthly/yearly/custom); supports deadline configuration
Record Created	When a new record is created; supports filter conditions
Record Updated	When a record is modified; can listen to specific fields and apply filters

Node Types

Node	What It Does
Create Record	Creates a record in a target table with static values or reference expressions
Update Record	Updates fields on the source record with static values or expressions
Webhook Node	Calls an external HTTP endpoint using an existing config or inline config
Send Email Node	Sends email to specified addresses with custom content or preset templates
Internal Message Node	Sends in-app messages to specified people with multiple recipient sources; no email service required
Condition Node	Branches the workflow based on AND/OR condition combinations

Node Sorting

In the workflow designer you can drag nodes to change their execution order, giving you flexible control over the business process.

Reference Expressions

Use reference expressions to pull values from the trigger record or related records. For example, map the trigger record's assignee into a newly created task.

Version Management

Workflows support version snapshots:

• Save the current configuration as a version.
• View version history and compare configurations.
• Roll back to a previous version when needed.

Webhook Delivery Management

Workflows can call external services via webhooks:

• Configure URL, HTTP method, headers, and request body template.
• Set retry count and interval.
• Test the webhook before going live.
• View delivery records, request parameters, response status, and response body.

Execution Logs

Track every workflow run:

• Trigger time and trigger record
• Status of each node
• Error messages and retry options

Best Practices

• Keep workflows focused and easy to understand.
• Use meaningful node names and comments for complex logic.
• Add error handling and retries for webhook calls.
• Review execution logs regularly.

Related Links

• Field Types
• Collaboration