Enhancing Your Workflow with Database Automations

Database automations are sequences of actions triggered by specific changes within a database. These automations consist of two main components: triggers (the cause) and actions (the effect).

Uses for Database Automations

• Assign Tasks Automatically: Assign a task to a specific person when its status changes.

• Send Notifications: Send a Slack notification when a new page is added.

• Edit Across Databases: Update a property in one database when a property changes in another.

Important Notes

• Availability: Full access to database automations is available for paid plan customers. Free plan users can create Slack notification automations and use, but not edit, automations included in templates.

• Permissions: Automations can be created, edited, or deleted by anyone with full access, except for Slack automations, which can only be edited by their creator. If an automation targets a different database, you need at least Can edit permissions for that database.

How to Create a Database Automation

1. Click ••• at the top of a database and select Automations.

2. Add triggers:

   • Page added: When a page is added to the database or view.

   • Property edited: When a property is edited in the database.

3. Add actions (details below).

4. Click Save.

Automation Actions

• Edit property: Modify properties of pages in the current database.

• Add page to: Add a page to a chosen database and edit its properties.

• Edit pages in: Modify pages and properties in a chosen database.

• Send notification to: Notify up to 20 specific people in your workspace or those associated with a People property in your database. Add a custom message with the notification.

• Send Slack notification to: Notify a specific Slack channel.

Managing Database Automations

To view and manage all automations for a database:

1. Click ⚡ at the top of a database (visible only if there are active automations).

2. Hover over the automation and click •••.

3. Select Edit, Pause, or Delete.

By utilizing these powerful database automation features, you can streamline your workflow and enhance productivity in QuickDoc.