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Robot

Robot is able to connect the data in datasheet with various business systems and Apps, and automatically performs specified operations according to preset trigger conditions to help you complete repetitive work, decreasing your workload.

Below are some scenarios using Robot:

  • E-commerce

    • When a new form is submitted, the robot will automatically change the order status

  • Inventory management

    • When the order status is changed to shipped, the robot will automatically reduce the number of stocks

  • Sales management

    • When "Sales leads" datasheet and "Sales records" datasheet are linked with each other, and there is new record added to the "Sales leads", robot will automatically add this new record into "Sales records" datasheet as well.

Steps for creating a robot​

There are three steps:

  • Step 1: Edit the basic information of the robot

  • Step 2: Configure the trigger conditions and actions of the robot

  • Step 3: Make sure the robot is in execution.

Step 1: Edit the basic information of the robot​

Click "Robot" icon at the right top corner of datasheet to enter the process of robot creation: "Edit robot's name > Select trigger > Select action > View robot".

After clicking view robot, you can go to the configuration panel of the robot you just created.

Step 2: Configure the trigger conditions and actions of the robot​

After entering the robot configuration panel, you need to configure trigger conditions first, and click to save.

Then configure trigger conditions of the robot, and click to save.

Step 3: Make sure the robot is in execution​

After configuring and saving the trigger conditions and operation setup, toggle on the robot to make sure the the robot is in execution.

Following the steps above, if the data changes in the datasheet meets the condition, the trigger fires and robot automatically performs the operations.

Automation triggers​

Currently, we offer three triggers:

  • when a new form is submitted

  • When a record is changed to meets the conditions

  • when a new record is created

For each trigger condition and action, a detailed description is as below:

Trigger: when a new record is created​

  • Trigger name: When a new record is created

  • Trigger description: When a new record is created in the datasheet, the robot will start running

  • Trigger configuration

Trigger: when a new form is submitted​

  • Trigger name: When a new form is submitted

  • Trigger description: When a form is submitted and received, the robot will start running

  • Trigger configuration

Trigger: When a record is changed to meets the conditions​

  • Trigger name: When a record is changed to meets the conditions

  • Trigger description: When the data in the datasheet are changed to meet specified conditions, the robot will start running

  • Trigger configuration

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