Find and update records in SmartSuite with automation

You might think that you need to manually search for specific records to update information in SmartSuite. Well not anymore! You can build automations that search for specific information to update records. This may sound complex but don't worry, this is very simple to build yourself! 

 In this video, you'll learn how to update records in SmartSuite with Automation. I'll go over the goal of using automations in SmartSuite. You'll also learn how to use  show you how to use the search function when running specific triggers and show you how to access the automation run history.

In this video we’ll discuss:

• Goal of the Automation with the SmartSuite Apps
• Building the automation
• Setting up initial trigger 
• Using the Search Function
• Limit number of records
• Testing the SmartSuite Automation
• Accessing Automation Run History

If you found this helpful and want to give it a try yourself, please use our links below! 👇

• SmartSuite

Plus, when you're ready to start automating in no-code, be sure to grab our free training here! 👇