Automations run your data work on a schedule or when your data changes — without anyone opening Supaboard. An automation is one trigger plus a canvas of steps that pass data to each other: query a table, ask an AI analyst about it, branch on the result, build a PDF, and email it to your team. Where a dashboard is something you look at and Query Builder is something you ask once, an automation is something that keeps happening.

Automations require the Business plan. If you don’t see Automations in the sidebar, it isn’t enabled for your workspace.

The Automations Home

Navigate to Automations in the sidebar to see every automation in your workspace. Toggle between Card and Table view using the control in the topbar. Table view columns:

Column	Description
Name	Automation title
Trigger	The trigger type that starts it
Actions	How many steps it runs
Created By	The user who created it
Created On	Date it was created

Use the Search box to filter by name. Search matches against the automations already loaded — scroll to load more if you have a long list.

Creating an automation

Click New Automation. The only field is Automation Name — enter a name and click Create. You’re taken straight into the canvas editor, where you build the flow itself.

Triggers

Every automation has exactly one trigger, and it must be set before you can add any steps. There are two trigger types.

There is no webhook, event, or cron-expression trigger. Automations start either on a clock or on a query result.

Timed Start

“Run automation on a time-based schedule.”

Pick a regularity, and the fields you need appear beneath it.

Regularity	Additional fields	Behaviour
interval	interval (seconds)	Runs on a rolling interval
daily	time_of_day	Runs once a day at that time
weekly	day_of_week, time_of_day	Runs once a week on that day
monthly	day_of_month (1–31), time_of_day	Runs once a month on that date
yearly	month_of_year (1–12), time_of_day	Runs once a year in that month

time_of_day is entered as HH:MM on a 24-hour clock.

All schedules run in UTC. There is no timezone field on the trigger, so a 09:00 daily automation fires at 09:00 UTC regardless of where you or your recipients are. Convert your local time to UTC before entering it, and remember that your local offset shifts with daylight saving while the automation’s does not.

Very short intervals are not real. The scheduler checks triggers roughly every five minutes and enforces a 60-second minimum on any interval, so an automation set to run every 30 seconds will not run every 30 seconds. Treat five minutes as the practical floor.

Alerts

“Run automation when alert query conditions are met.”

Instead of a clock, this trigger runs a query against your data on every scheduler cycle and fires when the query says so.

Field	Required	Notes
resource	Yes	The data source to query
database	Yes	Populated once a resource is selected
table	Yes	Populated once a resource and database are selected
query	Yes	The alert condition, written as SQL

Your query must return a boolean column named run_alert. The automation fires when the first row’s run_alert value is true. A query that doesn’t produce that exact column will never fire, and nothing in the interface will tell you why.

A working alert query looks like this:

SELECT
  COUNT(*) > 100 AS run_alert,
  COUNT(*)       AS failed_orders
FROM orders
WHERE status = 'failed'
  AND created_at > NOW() - INTERVAL '1 hour'

run_alert decides whether to fire. Every other column in that first row is passed to your downstream steps as data, so include the numbers you want to put in the alert email — here, failed_orders.

Alerts fire on change, not on every check. The trigger fingerprints your query together with its first row of results. If that row is identical to the last time it fired, it stays quiet. So a persistently broken condition alerts you once, not every five minutes — but it also means a value that returns to the same number after changing will alert again.

If any of the four fields is left blank, the trigger silently never fires. Fill in all four.

Building the Flow

The editor is an infinite canvas. Your trigger sits at the top and steps flow downwards.

Add the trigger. A blank canvas shows a single dashed node labelled Add Trigger / First Step. Click the + to open Set Trigger and pick one of the two triggers above.
Add steps. Once a trigger exists, the node below reads Add Task. Clicking it opens the Add Tasks panel, with Actions and Flow Control in the left rail and a search box for finding an action by name.
Configure each step. Clicking a node opens its panel on the right, which has two tabs:
- Setup — the node’s Title (edit this; it’s how the step is labelled on the canvas and in the variable picker) and all of its configuration fields. Required fields are marked with *.
- Test — run this step on its own and inspect what it returns.
The Change link at the top of the Setup tab swaps a node’s type in place, keeping its position on the canvas.
Connect them. Steps run in the order you wire them. Hovering a node reveals Delete and Change type buttons.

Your work saves automatically. The topbar shows Saving… and Unsaved changes as you go.

Actions

Communication

Send Email

“Send reports, files, or notifications to one or more recipients.”

Field	Required	Notes
to	Yes	One address, a comma-separated list, or a variable (see below)
subject	Yes	Single line; can contain variables
body	Yes	Rich text, with a Text / Code toggle

The to field is deliberately free text, so you can bind it to data. All of these work:

ops@yourcompany.com
ops@yourcompany.com, finance@yourcompany.com
{{ query.0.EMAIL }} — one address from the first row of an upstream query
{{ query.*.EMAIL }} — every address in that column, one email sent to all of them

Duplicate addresses are removed automatically. Body modes:

Mode	Behaviour
Text	Your text is wrapped in a branded email template carrying your workspace name and logo. Line breaks are preserved. This is the default.
Code	Your HTML is sent exactly as written, with no wrapper. Opens a full-screen editor with a live preview beside it. Use inline CSS for mail-client safety.

Integration

Send Webhook

“Send workflow data to another app using an HTTP webhook.”

Field	Required	Default	Notes
webhook_url	Yes	—	The endpoint to call
payload	No	`{}`	The JSON body; bind variables into it
headers	No	—	Extra request headers
timeout_seconds	No	`30`	How long to wait for a response
include_timestamp	No	On	Adds a `timestamp` field to the payload

Requests are always sent as POST with Content-Type: application/json. The response status code and body are available to downstream steps, so you can branch on whether the call succeeded.

Data

Query Your Data

“Run a SQL/database query on a selected resource”

Field	Required	Notes
resource	Yes	The data source
database	Yes	Populated from the selected resource
table	Yes	Populated from the resource and database
query	Yes	SQL or Python, written in a full code editor

This is the workhorse step — most automations start by pulling a result set here and then act on it. Every column it returns becomes available to later steps through the variable picker.

Document

Six actions generate a formatted document. Three start from a dashboard, three start from raw data you pass in. From a dashboard:

Action	Output
Export Dashboard as PDF	A formatted PDF report
Export Dashboard as PowerPoint	A slide deck
Export Dashboard to Excel	An Excel workbook

Field	Required	Notes
dashboard	Yes	Which dashboard to export
filters	No	Apply dashboard filters before exporting
prompt	Yes	Instructions for how the document should be written
title	Yes	The document’s title

From data:

Action	Output
Generate PDF from Data	A PDF built from records you pass
Generate PowerPoint from Data	Slides built from records
Generate Excel	A workbook built from records

These take a data field instead of a dashboard — bind it to an upstream step, for example {{ query.* }} — plus the same required prompt and title.

The prompt does real work. These documents are written by AI, and the prompt is how you steer it. “A one-page executive summary: headline revenue number, top three regions, and any metric that moved more than 10% week over week” produces a very different document from “Summarise this”. Describe structure, tone, and what matters.

Each of these steps outputs a url you can drop into a Send Email step.

AI

Action	What it does	Key fields
Answer Questions with AI	Answers a question against data you supply	prompt, data
Summarize Insights	Writes a concise analytical summary of a result set	data, user_query (optional focus)
Ask Dashboard	Asks a question of a dashboard’s live data	dashboard, filters, prompt
Ask Analysts	Runs a full Ask Stella turn with one of your agents	agent, search, conversation
Evaluate AI Analyst	Scores an agent’s answer quality and returns issues and recommendations	agent
Generate Structured Output	Returns AI output in a fixed shape so later steps can read specific fields	prompt, data, output_format

Generate Structured Output is the one to reach for when a later step needs a specific value rather than a paragraph. Its output_format field opens a visual builder where you define each field, its type, and its allowed values — and the AI is then required to answer in that shape. Bind a downstream Condition to one of those fields to branch on what the AI decided. Ask Analysts has a fast toggle, on by default. Turn it off for deeper, slower analysis.

Passing Data Between Steps

Any step can read the output of any step that ran before it. This is what turns a list of actions into a workflow.

The variable picker

Type / in any text field to open Insert variable. It lists your upstream steps and their columns. Each step has a Run node button — click it to execute that step now and see its real columns and sample values, so you’re picking from actual data rather than guessing at names. Pick a value and it’s inserted as a chip. Underneath, that chip is a template.

The template syntax

Pattern	Resolves to
`{{ step.0.COLUMN }}`	One cell — column `COLUMN` from the first row
`{{ step.0 }}`	The entire first row
`{{ step.* }}`	Every row
`{{ step.*.COLUMN }}`	One column, from every row
`{{ a..X & b..Y }}`	Two references combined

The & operator is smart about how it combines: when the two sides have different columns they merge side by side into wider rows; when they have the same columns they stack into a longer list. The two sides can come from different steps.

Two forms that won’t work

Both of these are rejected when you save, with an error explaining the fix:

Don’t write	Write instead	Why
`{{ step[0].COLUMN }}`	`{{ step.0.COLUMN }}`	Paths are dot-separated — a row index is `.0`, not `[0]`
`{{ step.data.COLUMN }}`	`{{ step.COLUMN }}`	A step’s data is implicit; reference its columns directly

Conditions and Flow Control

The Condition step

“Branch the flow: each output runs only when its condition is met.”

Found under Flow Control in the Add Tasks panel. A Condition has a mode and a set of labelled outputs, each with its own rules.

Mode	Behaviour
All matching	Every output whose rules pass fires
First matching	Only the first output whose rules pass fires

Each rule reads left to right: a value, a type, an operator, and a comparison value. Both value fields accept a literal or a variable, so a typical rule is {{ query.0.FAILED_COUNT }} · number · gt · 100. Types: string, number, bool, date. Operators, filtered by the type you choose:

Group	Operators
Comparison	`gt`, `gte`, `lt`, `lte`, `eq`, `neq`
Text	`contains`, `not_contains`, `starts_with`, `ends_with`
Presence	`is_empty`, `is_not_empty`
Set	`in`, `not_in`
Boolean	`is_true`, `is_false`

The presence and boolean operators don’t need a second value, so the right-hand field disappears when you pick one. Add more than one rule to an output and a combinator appears: Match ALL rules or Match ANY rule. One output can be marked as a Fallback — it fires when nothing above it matched, and it carries no rules of its own. You can have at most one.

An output with no rules always fires. If you leave an output’s rule list empty, it’s treated as passing. Either give it rules or make it the Fallback.

Parallel steps are not conditions. If you hang two emails off a single step, both emails send on every run — the connections are order, not choice. Whenever you mean “either this or that”, put a Condition between them.

Paths and Merge

Two more Flow Control blocks:

Paths — “Build different steps for different rules”. Splits the flow into parallel branches that all run.
Merge — “Merge data from multiple streams into one”. Brings parallel branches back together so a later step can read all of them.

Testing

Testing one step

Open a node and switch to its Test tab, then click Run. The step executes on its own and shows you what it returned. Validation problems appear as a numbered list. This is how you check a query returns what you expect before wiring anything to it.

Testing the whole automation

The Test Run button (play icon) in the toolbar opens the Test Run panel. Click Run and watch a live timeline as each step executes, with per-step durations and expandable results. Cancel stops it; Run Again repeats it.

A Test Run is a real run. Emails are actually sent, webhooks actually fire, and documents are actually generated. There is no dry-run mode for the full flow. When you only need to check that a query or an AI step behaves, use the per-step Run in the Test tab instead.

Test Runs don’t appear in Run History. They’re for iterating, not for auditing. Only scheduled runs are recorded.

Publishing

A new automation is a draft and will not run on its own, no matter what its trigger says. Click Publish to make it live. The first scheduled run is set for about a minute later.

Publishing locks the canvas. A published automation can’t be edited — nodes won’t move, and the add and delete affordances disappear. The Publish button becomes Edit; clicking it unpublishes the automation so you can make changes, which also stops it running until you publish again.

Run History

The Logs button (clock icon) opens the Run History panel — every scheduled run, newest first, 50 at a time. Expand any entry to see each step’s result, the event log, and how long the run took.

Status	Meaning
Completed	Every step succeeded
Completed with errors	The run finished, but at least one step failed
Failed	The run did not complete
Running	Currently executing
Skipped due to condition	A Condition routed around this step. This is normal, not an error.
Skipped due to dependency failure	A step this one depended on failed, so it never ran

There are no automatic retries. A step that fails stays failed, and every step downstream of it is skipped. If a step calls something that’s occasionally flaky, build the retry into the flow yourself — a Condition on the previous step’s success value can route to a second attempt.

If a trigger itself errors — an alert query against a table that no longer exists, for instance — the automation is marked with an error, which clears on the next successful check.

Building With AI

The AI Analyst

Click the AI Analyst button (sparkle icon) in the toolbar, or or Create with AI beneath the first node on an empty canvas.

Build automations with AI Describe what you want to automate — the analyst can create and edit steps, rewire them, test them, and publish for you.

Describe what you want in plain English and it builds it: creating steps, filling in their fields, connecting them, running them to check, and publishing when you’re happy. What makes it practical:

It knows your data. Pick a data agent in the chat input and it resolves table and column names from that agent’s scope — you never paste schemas or resource IDs.
It asks before anything destructive. Deleting a step, publishing, and unpublishing all require you to confirm on a card in the chat first. Running the whole automation is announced with its side effects before it happens.
Changes can be undone. Ask it to undo and it reverts its last change. Undo history covers the 50 most recent changes and expires after 24 hours.
Conversations are saved per automation and can be renamed, so you can keep separate threads for separate pieces of work.

Generating a field’s contents

Two fields have a dedicated AI writer. Write Code — the full-screen editor behind any query field. Choose Python or SQL, describe what you want, and click Generate with AI. The suggestion appears as a diff over your existing code — accept or reject it. Save & Run Query executes it against the node’s selected resource and shows the results below, so you can confirm it works before closing. Edit HTML email body — the same flow for a Send Email body in Code mode, with a live preview beside the editor.

The HTML writer will never invent variable bindings. Where your data should go, it leaves a placeholder like [[ total revenue this month ]] in double square brackets. Replace each one by clicking it and typing / to pick the real value.

Scheduling a Dashboard Report

The fastest way to a recurring email report doesn’t start in Automations at all. Open a dashboard, go to its share menu, and choose Email Reports.

Field	Notes
Report Name	Required
Delivery Frequency	Hourly, Daily, Weekly, or Monthly, plus a day/time and timezone
Dashboard filters	Applied before the report is generated
Format	Text mail, PDF, PPT, or Excel
Delivery Destination	Email addresses as chips; you can bulk-add the dashboard’s members
Custom Instruction for Report	How you want the report written — structure, colours, what to emphasise

Click Set Schedule and you’re done. This builds a genuine automation, so everything above applies to it — click Edit in Automation on the confirmation screen, or find it later in the Automations list, to add steps, change the schedule, or wire in a Condition.

This is the only place in the product with a timezone picker. It converts your choice to UTC when it saves, so the underlying automation is UTC like any other — and the delivery time will shift by an hour when your local daylight saving changes.

On Hourly, the minute you pick isn’t used. An hourly report runs on a rolling one-hour interval rather than at a fixed minute past the hour. If you need a specific minute, choose Daily or edit the automation’s trigger directly.

Permissions

Automations require the Business plan. Within a workspace:

Action	Minimum role
View automations and their configuration	Viewer
View run history	Editor
Create an automation	Editor
Edit steps and connections	Editor
Test run, or run a single step	Editor
Publish and unpublish	Editor
Use the AI Analyst and Generate with AI	Editor
Delete an automation	Editor

Admins and owners have everything an editor has.

Getting started

Features

Supaboard Release Notes

Automations

The Automations Home

Creating an automation

Triggers

Timed Start

Alerts

Building the Flow

Actions

Communication

Send Email

Integration

Send Webhook

Data

Query Your Data

Document

AI

Passing Data Between Steps

The variable picker

The template syntax

Two forms that won’t work

Conditions and Flow Control

The Condition step

Paths and Merge

Testing

Testing one step

Testing the whole automation

Publishing

Run History

Building With AI

The AI Analyst

Generating a field’s contents

Scheduling a Dashboard Report

Permissions

​The Automations Home

​Creating an automation

​Triggers

​Timed Start

​Alerts

​Building the Flow

​Actions

​Communication

​Send Email

​Integration

​Send Webhook

​Data

​Query Your Data

​Document

​AI

​Passing Data Between Steps

​The variable picker

​The template syntax

​Two forms that won’t work

​Conditions and Flow Control

​The Condition step

​Paths and Merge

​Testing

​Testing one step

​Testing the whole automation

​Publishing

​Run History

​Building With AI

​The AI Analyst

​Generating a field’s contents

​Scheduling a Dashboard Report

​Permissions

The Automations Home

Creating an automation

Triggers

Timed Start

Alerts

Building the Flow

Actions

Communication

Send Email

Integration

Send Webhook

Data

Query Your Data

Document

AI

Passing Data Between Steps

The variable picker

The template syntax

Two forms that won’t work

Conditions and Flow Control

The Condition step

Paths and Merge

Testing

Testing one step

Testing the whole automation

Publishing

Run History

Building With AI

The AI Analyst

Generating a field’s contents

Scheduling a Dashboard Report

Permissions