Automate
Automate common business processes and document-based workflows.
Build automations
- AppSheet automation: The Components
- Bots: The Essentials
- Events: The Essentials
- Processes: The Essentials
- Steps: The Essentials
- Tasks: The Essentials
- Set input values dynamically in tasks
- Reuse automation components
- Example automations
- Troubleshoot bots
- Test steps in an automation
- Best practices for building automations
- Improve bot performance
- Understand bot scheduling and retry
- Automation limits
- Supported time zones
Use AI in automations
- Overview of AI in automations
- Best practices for using AI in automations
- About credits and quotas with Gemini in AppSheet Solutions
- Extract information using AI
- Categorize information using AI
- Summarize information using AI
- Control which app creators can use AI in automations
- Limits and limitations with AI in automations
Email automation
- Send an email from an automation
- Send embedded app view email from an automation
- Archive email attachments
- Archive email attachments to Microsoft SharePoint
- Add other attachments to an email
- Enable opt in/out and unsubscribe
- Sample email templates
- Troubleshoot email
- Troubleshoot embedded app view email
- Troubleshoot PDF email attachments
- Sending out of domain email from automations not supported
Notification automation
File automation
Webhook automation
- Introduction to webhooks
- Call a webhook from an automation
- Use return values from webhooks
- Invoke the AppSheet API from a webhook
- Invoke an Application Integration connection from a webhook
- Control the image width in a webhook
- Integrate with IFTTT
- Integrate with PHP
- Integrate with Pushpad
- Integrate with Zapier
- Restrict app creators use of webhooks
- Troubleshoot webhooks
Script automation
- Call Apps Script from an automation
- Use return values from Apps Script tasks
- Quick start: Call Apps Script from an automation
- Use the AppSheet Apps Script Examples Project
- Use Apps Script to create a calendar event
- Use Apps Script to send an interactive chat message
- Apps Script data type translation table
Chat message automation
Templates
- Use templates in an automation
- Build templates using the Template Assistant
- Use variables in templates
- Use Start expressions in templates
- Examples of using Start expressions in templates
- Examples of using [_THISROW-n] in templates
- Use If expressions in templates
- Display images, thumbnails, drawings, and signatures in templates
- Display Address, LatLong, and XY values in templates
- Use CONCATENATE(), Ampersand, and text expressions in templates
- Use Google Docs templates
- Use Microsoft Word templates
- Use Microsoft Excel templates
- Use HTML templates
- Use JSON templates
- Use CSV templates
- Use XML templates
- Use ICS/iCalendar templates
- Use form URL-encoded templates
- Upload .txt templates to Google Drive
- Troubleshoot custom fonts in templates