Automations

Trigger actions automatically when your data changes.

What are automations?

Automations let you define rules: when something happens (trigger), do something else (action). They run in real-time and are logged in the audit trail.

Examples:

•When a record's status changes to "Approved", notify the requester

•When a new record is created, assign it to a team lead

•When a due date passes, escalate the record's priority

Triggers and actions

A trigger is the event that starts the automation. An action is what happens next.

Triggers	Actions
Record created	Update record
Record updated	Create record
Field value changed	Send notification

You can combine triggers with conditions to make automations more precise. For example: trigger when status changes, but only if priority is "High".

Actions execute in order. The output of one action can feed into the next.

Use forms to feed data into automations

Managing automations

Access automations from the sidebar under your base. Each automation shows:

•Status — Active or paused

•Trigger — What starts it

•Actions — What it does

•Last run — When it last executed

You can pause, edit, duplicate, or delete automations. All automation runs are logged in the audit trail.

Be careful with automations that create records — they can trigger other automations, creating loops. SAJEL has built-in loop detection, but it's best to design carefully.