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Button-Based Automations

A Button cell lets someone deliberately start an automation from the record they are working with. This is useful when a process should run only after a user chooses an explicit action.

Common examples include:

  • submitting a record for approval
  • generating a document
  • sending a notification or email
  • creating follow-up work
  • running a controlled script action

Connect the button to an automation​

  1. Create an automation and set its trigger to Manual.
  2. Add the actions that should run using the current record as context.
  3. Add a Button cell to the record Type.
  4. In the Button cell settings, select the manual automation it should run.
  5. Give the button a label that clearly describes the action.

When a user clicks the button, AnyDB runs the configured automation with that record as its context. The workflow uses the automation's permissions and configuration.

Test the button from a sample record before releasing it to users. Make repeated clicks safe, and avoid vague labels such as Run when the action changes data, sends messages, or creates connected records.

A Button cell starting a manual automation.