I have an automation that produces an email containing the meeting notes of meetings of a certain period. I want to enable the user to click on something to actvate this automation.
As a workaround it is now triggered by changing a single select field in a table. But it looks a bit silly and unclear. I think a ‘normal’ button is a far better way.
UPDATE 23.7.2026
I found another way. I created a new app, and a form. The user can enter the criteria fields for the report and the record is created with status “requested”. That fires an automation that first sets the status to “processing” and then creates the report and mails it to the user. Finally, the status set to “mail sent”.
This gives the user a neat form and the systems manager logging information.