When → If → Then builder
Stub: choose a trigger, optional filters, and up to six Then steps with {{Column}} merge tags.
When — Form submitted, column/tab change, new row, schedule, or run selected rows.
If — Optional. Compare a column to a value. Combine with AND/OR.
Then — Send email, write the sheet, merge a Doc/PDF. Insert merge tags from column chips as {{Name}}.
Related: product tour.