How to run workflows in your RowShare tables?

What is a RowShare Automation workflow?

A workflow in RowShare is a structured sequence of tasks and data management steps designed to streamline processes, ensuring efficient collaboration and clarity. It organizes information within shared tables and automates repetitive actions.

Workflows are typically expressed like: when this happens, then do that. It can involve other applications such as your email, CRM or cloud storage, or stay entirely within RowShare (when this happens in table A, then do that in table B).

What are RowShare workflow capabilities?

A workflow consists of three main components: Triggers, Actions, and optional Steps (e.g., filters, text or math operations).

Triggers

A trigger is the event that can start a workflow (this in the definition above).

RowShare Triggers can be:

• New row added to a table
• Row modified in a table
• Row modified in a specific column
• Row status changed (row statuses: active, locked, archived, deleted)

Actions

An action is what happens after the trigger occurs ("that" in the definition above).

Here is the list of available Actions in RowShare workflows:

• Adding a new row to a table
• Modifying an existing row,
• Assigning a row to a new row owner
• Link a Row to its parent row (see row links)

Additionally, workflows can search for rows:

• by their unique identifier (Row ID)
• by any column value.

How can I use workflows in RowShare?

There are two ways to create and run workflows in RowShare.

1. Let the RowShare team handle it for you

If configuring workflows feels too technical or time-consuming, the RowShare team can set them up for you.

Share your workflow goals with us, and we’ll configure automated RowShare tables tailored to your needs.

1. Do It Yourself

If you prefer a hands-on approach and have some technical expertise, you can create workflows using third-party integration platforms such as Zapier, Power Automate or Workato.