Triggers
| Trigger | Fires when… |
|---|---|
| Row created | A row is added — in the grid, by another automation, via the API, through a public form, or by a CSV import (imports fire one event per imported row). |
| Row updated | Any cell in a row changes. |
| Column changed | A specific column changes — tighter than row-updated when you only care about, say, Status. |
| Schedule | A recurring time you set — daily, weekly, monthly. Runs whether or not anyone is signed in. Good for period-end row creation and recurring reminders. |
Conditions
A trigger can carry conditions so the actions only run when the row matches — e.g. row updated and Amount is greater than 500 and Status is Pending. Conditions use the same column/operator/value shape as filters.
Actions
- Update cell— write a value into a column of the triggering row. Stamp an approval date, flip a status, clear a field. Computed columns (formula, lookup, rollup) can't be written directly — change their inputs instead.
- Create row — add a row to any worksheet, with a field mapper that carries values from the triggering row into the new row's columns. This is how a submitted expense spawns a review task in another sheet.
- Webhook — POST the event as JSON to a URL you control, connecting Workbooks to anything external. Only HTTPS URLs to public hosts are allowed.
An automation can chain several actions; they run in order.
The run log
Every automation keeps a log of its recent runs — when it fired, what matched, whether each action succeeded, and the error message if one failed. The most recent 50 runs are retained per automation. When an automation seems to be "doing nothing," the run log is the first place to look: it distinguishes never fired from fired but conditions didn't match from action failed.
Run limits by plan
Automation runs are counted per calendar month. The Free plan includes 100 runs/month, Standard 2,000, and Premium and Enterprise are unlimited. When a workspace exceeds its monthly allowance, further automations are skipped (rows and edits are never blocked — only the automation's reaction) until the month rolls over or the plan is upgraded. See Plans and limits.