1️⃣ Create a new automation
Click ✚ ADD AUTOMATION to start a scenario.

2️⃣ Search an automation
Use the search to filter by title.

3️⃣ Filter by trigger type
Select a trigger type — only automations using this trigger are shown.

4️⃣ Filter by action type
Select an action type — only automations containing this action are shown.

6️⃣ Help
The ? icon opens the Help Center and related resources.

7️⃣ Close the management editor window
The ✕ icon closes the automation editor.

8️⃣ Automation title
The name of the automation scenario.

9️⃣ Illustrated preview of scenario logic
Overview of the When / If / Then / Else… blocks and their conditions.

🟡 Icon for the trigger used in this scenario

🟢 Icon for condition branches ({ } If, { } Else if)

🔴 Icon for the actions executed within their branch

🔟 Reorder by drag-and-drop
Use the ⋮⋮ handle to change the order of your automations.

1️⃣1️⃣ Description, logic details
Read the full execution flow: trigger, conditions, actions.

1️⃣2️⃣ View execution logs
The icon opens the detailed window showing execution history.

1️⃣3️⃣ Context menu
The … icon offers actions:
– 📑 Duplicate automation
– 🗑️ Delete automation

1️⃣4️⃣ Enable or disable
Controls the automation state: 🔵 active / 🔴 inactive.

1️⃣5️⃣ Timestamp
Shows the last run or modification (e.g., 2 days ago).

1️⃣6️⃣ Open the automation window
The arrow › opens the automation’s full detail page.

After opening the visual editor, you can name your automation and then set its trigger.

1️⃣ Edit the title and description

➡️ The window opens

• Name* (required): enter the name of your automation.
• Description: add a note to clarify the goal or context.

👉 Click Save to store your changes.

2️⃣ Enable or disable Visual mode
The Visual edition toggle switches between visual and text editing.

3️⃣ Enable / disable the automation
Turn the automation on or suspend it with the inactive toggle.

4️⃣ Close the window
The ✖ closes the current configuration.

5️⃣ Define the trigger
Choose the (WHEN) trigger that starts the automation (e.g., when a row is added).

6️⃣ Add an action
Click + to add a step after the trigger (send an email, create a row, etc.).

7️⃣ View options & zoom
Adjust zoom , switch to full screen, or reset view . Mini-map view:

👉🏻 Helpful to navigate the canvas when the scenario is very large.

8️⃣ Warning area
Shows configuration status. Example: “⚠ The trigger is not configured yet.”

9️⃣ Validate or cancel

• Delete: cancels the configuration.
• Create: confirms the automation (after adding the title, trigger, and at least one action).

In TimeTonic’s visual editor, you manage triggers, conditions, and actions as graphic blocks.

➡️ Add or edit a trigger (left click)

1️⃣ “WHEN” block

Click once (left click) on the When block.

2️⃣ Selection window
A window opens with the available triggers:

👉 Choose the desired option, then click Select to apply it.

➡️ Advanced options (right click)

➡️ Right-click a block (the When trigger).

2️⃣ The context menu opens to change the trigger type and edit the already configured block.

By clicking the + icon, you open the list of elements you can insert into your automation:

🔹 Conditions

• Conditions

🔹 Record actions

• Write to one or more fields
• Create a new record
• Generate an ICS file (calendar invite)

🔹 External actions

• Send an email (from a Smart Table account)
• Call an API or Webhook

🔹 AI actions

• Ask ChatGPT
• Ask MistralAI
• Process a document with MistralAI OCR

👉🏻 In each article, you’ll find the configuration guide for these blocks.

When you insert a Condition block, a window opens to configure your rules.

⬆️ Click add a condition to create your first rule.

1️⃣ Choose the field (e.g., Status).
2️⃣ Pick the operator (e.g., equals, not equals, greater than).
3️⃣ Enter the expected value (e.g., critical).
4️⃣ Confirm with Save to store the condition.

👉🏻 Learn more: Advanced logic: IF / Else / Else if and nesting

Then you can:

• ➡️ Configure multiple conditions
• ➡️ Add condition branches
• ➡️ Organize branches (If / Else if / Else)
• ➡️ Define conditions based on column type

To add an action to your scenario, there are two options:

1️⃣ Right-click a condition ({ } If, { } Else If, { } Else) and choose ➕ add action from the context menu.
2️⃣ Click the ✚ button directly under a condition block to insert a new action.

➡️ Minimal example with a condition

At this stage, your scenario looks like:

• When: a trigger (e.g., the Status field changes)
• If: a condition applied
• Then: an action to define

👉 This is the basic structure of a conditional automation.

👉 Clicking Add action opens a window to choose what to insert.
➡️ Each action can then be configured to your needs: write to a field, send an email, create a record, generate an invitation, call a webhook, or use AI (ChatGPT, MistralAI, OCR).

➡️ Left click: opens the action configuration window (edit fields, values, etc.).

➡️ Right click 1️⃣ the action block: 2️⃣ shows the context menu with options:

• Edit action → change the action type.
• Delete action → remove the block.
• Add action → insert a new action below this block.

👉 This lets you quickly fine-tune actions or evolve your scenario without rebuilding it.

When you hover a block, a tooltip displays its type and purpose.

• Trigger: When Status is modified.

• Condition: If Status = in progress

• Action: write "test" in Comment

• Action: Email body structure

👉 Tip: use hover to quickly review scenarios without opening each block.