Record Automations

Record automations are workflows that people run by hand on the record in front of them: a supplier, product, sales order, purchase order or customer. They appear in the record's Automate menu (the lightning bolt at the top of the page), as header buttons, and in the search box, and they can hand the work to a script or AI agent on your own machine.

To…	Go to…
turn a workflow into a one-click action on a record, and choose who can run it and what it asks	Add an automation to a record
run an automation from a record or a list selection, and follow each run	Run an automation on a record
hand a job to a script or AI agent on your own computer or server, and decide between a runner and a webhook	Run a script or AI agent on your own machine