Automation Button

For instructions on how to access field types or how to add one, see Field Types.

Capabilities

• Run any automation directly from a record with a single click
• Trigger record-specific actions, such as sending notifications, updating fields, or calling external services
• Customize the button with a label, icon, color, and optional tooltip
• Add multiple Automation Button fields to the same table, each connected to a different automation

How to configure

Step 1 — Name the field Enter a name for the field. This is the internal label shown in the table header.

Step 2 — Style the button

• Button label: The text displayed on the button itself.
• Icon: Choose an icon from the grid (or switch to Emoji) to display alongside the label.
• Color: Pick a button color from the Grid or Spectrum palette.

Step 3 — Connect an automation Click Connect an automation to link the button to an existing automation. The automation will run for the specific record the user clicks on.

To learn how to create an automation, see the Automations page.

Step 4 (optional) — Add a tooltip Enable the Tooltip toggle to add a short description that appears when the user hovers over the button, explaining what it does.

Keep in mind

• The button does nothing until an automation is connected to it — clicking it before that has no effect.
• The button itself does not display any output or result from the automation — any feedback must be handled within the automation logic (e.g., updating a field, sending a notification).
• Changing the button's style (label, icon, color) does not affect the connected automation.

FAQ

1- Can I connect more than one automation to the same button?

No. Each Automation Button field can be connected to only one automation at a time.

2- Can I have more than one Automation Button field in the same table?

Yes. You can add multiple Automation Button fields to a table, each connected to a different automation.