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Create Automation

Now that we have the template created, we can go back to the main roll-up table and set up the automation to create a new project brief.

To do this:

First, Create a “Create” button column for each table in the template. For example:

“Create Time Needed”

“Create Resources Needed”

The buttons actions should be the following:

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Once created, you can hide those button columns.

Next, in the “Create Brief” column, set the following button actions:

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The formula should be:

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👉 Next:

Did you set up pre-populated values in your table? Read up on

Automation for Pre-Populated Tables⁠

Otherwise, head on over to

Prepare your Brief⁠

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