Automation setup for release status changes

record ID. Adapt the target status value so it matches the next logical workflow state in your own schema.

Action 2: Send email — notify the assigned owner using the assignee / responsible-party field on the triggered record. If recipient data lives in a linked record, run a find-records step first. Include the status change details and a record link in the message body, then adapt the wording to your team's terminology.

Update release status and… has been added to your Automations list.

When a record in the Deliverables table is updated and the Stage column changes to either “In Review” or “Approved”, the record’s Stage field is set to “In Progress” using the trigger record ID, and a notification email goes out to the owner.

You can keep editing this automation from the Automations tab.

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Q3 Brand Studio Pipeline
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Automations OFF Update release status and notify owner
Trigger
When a record matches conditions If Stage is any of In Review, Approved
Actions
Update record Stage
Find records Where Assigned tasks has any of Kes…
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