Automations

Workflows that run as often as your work does.

Build rules in a visual editor: a trigger, some conditions, a stack of actions. Real approval gates that pause and resume. A full run history. And no monthly run meter quietly throttling your team.

automation · archive on approve
When
Status becomes “Approved”
Only if
Amount is over $5,000
Then
Notify Finance lead
Move row to Archive

A trigger, a condition, a stack of actions, assembled by clicking, and it runs every time the work happens.

triggers · actions

Pick what fires it, and what it does

Fire when a row changes, when a new row arrives, or on a date. Then stack the actions: notify someone, set a cell or a date, assign a person, or move and copy a row to another sheet: the classic “archive completed rows” workflow, built in.

Triggers that match real events
Row change (on a value, on becoming a value, or on any change), new row, or a date schedule.
A real action catalog
Notify, set cell, set date, assign, clear, and move/copy a row across sheets.
builder · triggers & actions
Trigger
A row changes
A new row is added
On a date
Actions
Notify
Assign a person
Set a cell
Set a date
Move / copy row
Request approval
approvals

A gate that actually pauses the run

Drop a Request-approval step into a rule and it suspends mid-run. The approver gets a clean decision page: rule, sheet, a safe row summary, approve or reject. On approval it resumes at the exact next step; on rejection it can run a different branch. A real stateful gate, not just a notification.

Suspend & resume
The run holds at the step until a decision (no timeout, no polling), then continues.
Approve or branch on reject
Approval picks up at the next step; a rejection can take a different path.
run · purchase request #482
Step 1 · done
Notified requester
Suspended · Step 2
Waiting on Finance lead to decide. The run is paused here. No timeout, no polling.
Approve Reject
Step 3 · on approve
Resumes here, exactly where it paused
stateful gateapprove resumes · reject branches
no run cap

No monthly meter to ration

Automations fire as a side-effect of the work. There’s no per-tier “automated actions per month” counter to watch. Build the workflows your process needs and stop budgeting runs.

No monthly run cap
Runs aren’t metered per tier, so a busy month never throttles your team.
Priced on capacity, not runs
You pay for the plan’s cell ceiling. The automations come with it.
this month · runs
Wisegrid14,902 runs · no cap
Typical run-capped plan248 / 250, throttling soon
no per-tier run meterbuild what your process needs
run history

A receipt for every run

Every rule keeps a history of what fired, on which row, and how it ended (sent, skipped, or errored), viewable per rule or across the whole sheet. When someone asks “did the reminder go out?”, you have the answer.

A complete log
What fired, on which row, and the outcome, per rule or across the sheet.
Clear outcomes
Sent, skipped, or errored, so a quiet failure never hides.
Versioned rules
Every change to a rule is tracked: who edited it, when, and a field-level diff against the previous version.
automations · run history
Time
Rule
Row
Outcome
09:41
Archive on approve
#482
Sent
09:30
Notify owner
#480
Sent
09:12
Escalate stale
#477
Skipped
08:58
Sync to vendor
#475
Errored
08:40
Set due date
#471
Sent
per rule or whole sheet“did it fire?” answered
conditions · safety

Target the right rows, safely

Gate a rule on several conditions joined with AND or OR, so it only touches the rows that matter. Each rule runs in its own scope, one bad action can’t starve the rest, automation writes don’t re-trigger automations, and actions check the author’s access at run time.

AND / OR conditions
Combine clauses like “Priority is High” and “Owner is empty” to route precisely.
Safe by construction
Per-rule scope, no runaway loops, and run-time access checks on every action.
rule · conditions
Priority is High
and
Owner is empty
own scope per ruleno re-trigger loopsaccess checked at run time
Frequently asked
Does Wisegrid have automations and workflow rules?
Yes. Wisegrid ships a visual automation builder on every sheet. Each rule is a trigger, an optional set of conditions, and an ordered stack of actions that you assemble by clicking, with no scripting. Rules run automatically as the work happens, and editors and owners can create or edit them.
What can trigger a Wisegrid automation?
Three kinds of trigger. "When a row changes" fires on a save (a value becomes something, changes, or becomes empty). "When a new row is added" fires once on insert, including rows that arrive through a form. "On a date" fires on the clock, scheduled relative to a date column with an offset in days and an hour of the day. Form submissions run the same rules an editor would trigger.
What actions can an automation run?
Notify someone (a fixed email address or a contact column on the row, with {{Column Name}} placeholders in the subject and body), set a cell, set a date (today or a fixed date), assign a person, clear a cell, move a row to another sheet, or copy a row to another sheet. You can also request approval or request an update. A single rule runs up to ten actions, top to bottom.
Can I build the classic "archive completed rows" workflow?
Yes. The move-row action relocates the triggering row to another sheet, and copy-row duplicates it into another sheet, so "when Status becomes Done, move the row to Archive" is a few clicks. The target sheet is access-checked both when you save the rule and again when it runs, and automation writes never re-trigger automations, so a move or copy cannot start a loop.
Does Wisegrid support multi-step approvals?
Yes. Drop a request-approval step into a rule and the run suspends at that point. The approver gets an email linking to a decision page that shows the rule, the sheet, and a short whitelisted summary of the row. On approval the run resumes at the exact next action; on rejection it can run an optional reject branch. A rule can hold one approval gate in this version.
Do approvers need a Wisegrid account or a paid seat?
No. Approvals are email-keyed and token-authorized. The approver clicks the link in their email and decides on a server-rendered page without logging in, and the decision never provisions a seat or touches your member list. If the email happens to match an existing account, that match is recorded as advisory only.
How do conditions work, and can I combine them with AND or OR?
A rule can carry one group of condition clauses joined by AND or OR, up to twenty clauses. Clauses support equals, not-equals, contains, greater or less than, is-empty, is-not-empty, and is-one-of, plus transition checks (becomes, changes, becomes-empty) on row-change triggers. The valid operators are filtered by each column type, so a rule that saves is a rule that evaluates cleanly at run time. Nested groups are not in this version.
Is there a monthly cap on how many automations can run?
No. Wisegrid does not meter automation runs per tier, so a busy month never throttles your rules. You pay for your plan capacity (the cell ceiling), and the automations come with it. Build the workflows your process needs without rationing runs against a counter.
Can I see whether an automation actually fired?
Yes. Every rule keeps a run history you can read per rule or across the whole sheet. Each run shows its outcome (sent, skipped, or errored) on a specific row, and date-triggered failures carry a reason, so a quiet failure never hides and you can answer "did the reminder go out?" with a receipt.
Are changes to an automation rule tracked?
Yes. Every create, edit, enable, or disable writes an immutable version snapshot in the same transaction, recording who changed the rule and when. A version-history view shows how a rule evolved, which matters when a workflow quietly stops doing what someone expected.
How do Wisegrid automations compare to Smartsheet automations?
The builder uses the same shape a Smartsheet user already knows: a trigger, conditions, and a stack of actions. You get cross-sheet move and copy, real suspend-and-resume approvals, full run history, and version history on every rule, with no per-tier monthly run meter to watch. It is one flat price, with more of everything.

Try it on your sheets.

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