{"id":4019,"date":"2021-08-09T18:12:03","date_gmt":"2021-08-09T15:12:03","guid":{"rendered":"https:\/\/cloudfresh.com\/ua\/?p=4019"},"modified":"2026-06-02T18:05:32","modified_gmt":"2026-06-02T15:05:32","slug":"automation-with-appsheet-automation","status":"publish","type":"post","link":"https:\/\/cloudfresh.com\/gc\/cloud-blog\/automation-with-appsheet-automation\/","title":{"rendered":"Automation with AppSheet Automation"},"content":{"rendered":"<p><span style=\"font-weight: 400;\">Since AppSheet has become available to all users, we are responsible for telling\u00a0 you how to automate the bot properly and how you can use it.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">The AppSheet framework is great for automating emails, chatting or any other occasion that requires automated email submission. At the same time, you do not even need to write one line of code &#8211; everything is simple to understand and automatically configurable.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">In order to create automatization, you need a ready-made application. Below, we will provide an example of setting up a bot for onboarding new employees. There are three simple steps to set up your system:<\/span><\/p>\n<ol>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Create a bot;<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Customize events and process;<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Start testing the bot.<\/span><\/li>\n<\/ol>\n<p><span style=\"font-weight: 400;\">You can also see how to set up your bot in this video <\/span><a href=\"https:\/\/www.youtube.com\/watch?v=SlaWpzmkOkU&amp;feature=emb_logo\"><span style=\"font-weight: 400;\">here<\/span><\/a><span style=\"font-weight: 400;\">. Let\u2019s look at\u00a0 the instructions.\u00a0<\/span><\/p>\n<h2><span style=\"font-weight: 400;\">Create a bot<\/span><\/h2>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Click \u201cAuthorize\u201d in the AppSheet user interface, then go to the \u201cBots\u201d tab and click \u201c+ New Bot\u201d.\u00a0<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Enter &#8220;employee send email&#8221; in the bot name line;<\/span><\/li>\n<\/ul>\n<p><img decoding=\"async\" class=\"aligncenter wp-image-4020\" src=\"https:\/\/cloudfresh.com\/wp-content\/uploads\/2021\/08\/Snymok-ekrana-2021-08-09-v-17.45.17.png\" alt=\"\" width=\"569\" height=\"274\" \/><\/p>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">From the offered options choose the second one, \u201cWhen a new Employee&#8217;s record is created, send an email\u201d, or click \u201cCreate a custom bot\u201d if you do not see the system&#8217;s suggestions.<\/span><\/li>\n<\/ul>\n<p><img decoding=\"async\" class=\"aligncenter wp-image-4021\" src=\"https:\/\/cloudfresh.com\/wp-content\/uploads\/2021\/08\/Snymok-ekrana-2021-08-09-v-17.47.56.png\" alt=\"\" width=\"579\" height=\"732\" \/><\/p>\n<p><span style=\"font-weight: 400;\">Congratulations! You have created a bot, now let&#8217;s configure it to work correctly.<\/span><\/p>\n<p>&nbsp;<\/p>\n<h2><span style=\"font-weight: 400;\">Setup Process\u00a0<\/span><\/h2>\n<p><span style=\"font-weight: 400;\">Each bot has two ordinary settings &#8211; a process (to perform sequential tasks) and an event (when something happens).<\/span><\/p>\n<p><span style=\"font-weight: 400;\">For event setting:<\/span><\/p>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Click on an event to display its description in the settings panel;<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">If everything is okay, then you can proceed to the next step of creating the event.<\/span><\/li>\n<\/ul>\n<p><img decoding=\"async\" class=\"aligncenter wp-image-4022\" src=\"https:\/\/cloudfresh.com\/wp-content\/uploads\/2021\/08\/Snymok-ekrana-2021-08-09-v-17.48.57.png\" alt=\"\" width=\"523\" height=\"415\" \/><\/p>\n<p><span style=\"font-weight: 400;\">For process setting:<\/span><\/p>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Click the \u201cSend Email\u201d button;<\/span><\/li>\n<\/ul>\n<p><img decoding=\"async\" class=\"aligncenter wp-image-4023\" src=\"https:\/\/cloudfresh.com\/wp-content\/uploads\/2021\/08\/Snymok-ekrana-2021-08-09-v-17.49.46.png\" alt=\"\" width=\"522\" height=\"421\" \/><\/p>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Then click on \u201cGo to: Task\u201d at the bottom of the settings panel;<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">You can use any tools on the platform, including templates, to customize your email.<\/span><\/li>\n<\/ul>\n<p><span style=\"font-weight: 400;\">After completing all the above steps, your task should look like this:<\/span><\/p>\n<p><img decoding=\"async\" class=\"aligncenter wp-image-4024\" src=\"https:\/\/cloudfresh.com\/wp-content\/uploads\/2021\/08\/Snymok-ekrana-2021-08-09-v-17.50.30.png\" alt=\"\" width=\"535\" height=\"448\" \/><\/p>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Now you have to save all the settings by clicking \u201cSave\u201d;<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">The final step is to deploy your application. Click on the blue \u201cNot deployed\u201d icon in the upper left corner of the screen and follow the instructions. Ultimately, your application should have a green \u201cDeployed\u201d icon.<\/span><\/li>\n<\/ul>\n<p><img decoding=\"async\" class=\"aligncenter wp-image-4025\" src=\"https:\/\/cloudfresh.com\/wp-content\/uploads\/2021\/08\/Snymok-ekrana-2021-08-09-v-17.51.27.png\" alt=\"\" width=\"220\" height=\"519\" \/><\/p>\n<h2><span style=\"font-weight: 400;\">Test your bot<\/span><\/h2>\n<p><span style=\"font-weight: 400;\">After you&#8217;ve created and configured your bot, it&#8217;s time to start testing it.<\/span><\/p>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Click on the mobile device icon in the upper left corner of the right panel to see the \u201cNew Employees\u201d feature;<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Then click on the big blue Plus icon and create a new employee. Do not forget to use your email address and then click the \u201cSave\u201d icon;<\/span><\/li>\n<\/ul>\n<p><img decoding=\"async\" class=\"aligncenter wp-image-4026\" src=\"https:\/\/cloudfresh.com\/wp-content\/uploads\/2021\/08\/Snymok-ekrana-2021-08-09-v-17.52.45.png\" alt=\"\" width=\"557\" height=\"332\" \/><\/p>\n<p><span style=\"font-weight: 400;\">Immediately after completing the previous steps, you should receive an email confirming your registration.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Now your bot is ready to use, and you don&#8217;t even have to write any special code. Thanks to AppSheet, you can easily create bots by filling your emails with the content you need. If you have any questions when using AppSheet, you can safely contact Cloudfresh, and we will help you with any problems.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">The Cloudfresh team is a unique center of expertise for Google Cloud, Zendesk, and Asana. For these products, we can provide you with the following\u00a0 services:\u00a0<\/span><\/p>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Customization;<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Development;<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Integration;<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Training;<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">License;<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Support.<\/span><\/li>\n<\/ul>\n<p><span style=\"font-weight: 400;\">Our specialists will help you optimize your IT infrastructure, develop integrations for better system interoperability and help create completely new structures and processes for your teams, while our support center will provide you with the best customer experience!\u00a0<\/span><\/p>\n<p>&nbsp;<\/p>\n<div id=\"gtx-anchor\" style=\"position: absolute; visibility: hidden; left: 646.979px; top: 4524.84px; width: 69.3073px; height: 17.7778px;\"><\/div>\n<div class=\"jfk-bubble gtx-bubble\" style=\"visibility: visible; left: 181px; top: 4399px; opacity: 1;\" role=\"alertdialog\" aria-describedby=\"bubble-2\">\n<div id=\"bubble-2\" class=\"jfk-bubble-content-id\">\n<div id=\"gtx-host\" style=\"min-width: 200px; max-width: 400px;\"><\/div>\n<\/div>\n<div class=\"jfk-bubble-closebtn-id jfk-bubble-closebtn\" tabindex=\"0\" role=\"button\" aria-label=\"Close\"><\/div>\n<div class=\"jfk-bubble-arrow-id jfk-bubble-arrow jfk-bubble-arrowdown\" style=\"left: 671.479px;\">\n<div class=\"jfk-bubble-arrowimplbefore\"><\/div>\n<div class=\"jfk-bubble-arrowimplafter\"><\/div>\n<\/div>\n<\/div>\n<p><\/p>","protected":false},"excerpt":{"rendered":"<p class=\"qtranxs-available-languages-message qtranxs-available-languages-message-gc\">Sorry, this entry is only available in <a href=\"https:\/\/cloudfresh.com\/ua\/wp-json\/wp\/v2\/posts\/4019\" class=\"qtranxs-available-language-link qtranxs-available-language-link-ua\" title=\"\u0423\u043a\u0440\u0430\u0457\u043d\u0441\u044c\u043a\u0430\">\u0423\u043a\u0440\u0430\u0457\u043d\u0441\u044c\u043a\u0430<\/a> and <a href=\"https:\/\/cloudfresh.com\/cs\/wp-json\/wp\/v2\/posts\/4019\" class=\"qtranxs-available-language-link qtranxs-available-language-link-cs\" title=\"\u010ce\u0161tina\">\u010ce\u0161tina<\/a>.<\/p>\n","protected":false},"author":30,"featured_media":5081,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"content-type":"","footnotes":""},"categories":[3,98],"tags":[],"class_list":["post-4019","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-cloud-blog","category-google-workspace"],"_links":{"self":[{"href":"https:\/\/cloudfresh.com\/gc\/wp-json\/wp\/v2\/posts\/4019","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/cloudfresh.com\/gc\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/cloudfresh.com\/gc\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/cloudfresh.com\/gc\/wp-json\/wp\/v2\/users\/30"}],"replies":[{"embeddable":true,"href":"https:\/\/cloudfresh.com\/gc\/wp-json\/wp\/v2\/comments?post=4019"}],"version-history":[{"count":1,"href":"https:\/\/cloudfresh.com\/gc\/wp-json\/wp\/v2\/posts\/4019\/revisions"}],"predecessor-version":[{"id":132331,"href":"https:\/\/cloudfresh.com\/gc\/wp-json\/wp\/v2\/posts\/4019\/revisions\/132331"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/cloudfresh.com\/gc\/wp-json\/wp\/v2\/media\/5081"}],"wp:attachment":[{"href":"https:\/\/cloudfresh.com\/gc\/wp-json\/wp\/v2\/media?parent=4019"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/cloudfresh.com\/gc\/wp-json\/wp\/v2\/categories?post=4019"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/cloudfresh.com\/gc\/wp-json\/wp\/v2\/tags?post=4019"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}