User Guide Automate and report

Automations

Let CovaNode do repetitive work for you — when something happens, check a condition, then act.

An automation watches one database and runs an action when something happens there. Every automation has the same three parts: When (trigger), If (optional condition) and Then (action).

Creating an automation
Creating an automation

Create an automation

  1. Open Automations in the sidebar and choose New Automation.
  2. Give it a name that says what it does, for example Assign on status change.
  3. Set When, optionally If, and Then as described below.
  4. Choose Create Automation.

Each automation in the list shows a short summary, for example Record updated · Status → Status equals Done → Send notification. You can enable, disable, edit and delete automations from the list. If an automation sends to or assigns a member who has left the workspace, its card shows Member no longer in workspace — edit it and choose another member. Owners, admins and builders can manage automations.

When — triggers

Choose the Database to watch and the Event:

EventRuns when
Record createdA new record is added.
Record updatedA record changes. Use Watch field to run only when a specific field changes.
Field changedA field's value changes.
Comment addedSomeone comments on a record.

If — condition (optional)

Turn on Only when field matches to run the action only for some records. Pick a Field, an Operator and a value:

  • Equals / Not equals
  • Contains
  • Is empty

For example: Status equals Done.

Then — actions

ActionWhat it does
Assign userChoose the member and the People field to put them in, for example the reviewer.
Update fieldSets a field to a new value, for example Priority = High.
Send notificationSends an in-app notification with your message to a member you choose (default: you).
Generate document (PDF)Creates a PDF from one of your templates and saves it to the record and/or emails it — for example to the customer's email field. Paid plans.

Examples

  • When a record is updated, if Status equals Done, then send a notification "Task completed".
  • When a record is created in Requests, then assign it to the team lead.
  • When Status changes, if Status equals Approved, then generate the quote PDF and email it to the customer.

Limits

Each run counts toward your plan's monthly automation runs (Free 500, Starter 5,000, Pro 10,000). See Pricing.

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