Macros are in closed beta. If you'd like to use macros, please email email@example.com.
Macros are how you automate your work in Plato. They let you record yourself taking a sequence of actions in Plato, so you can later replay those actions automatically. If you've ever recorded a macro in a spreadsheet like Excel or Google Sheets, then you get the idea.
Today you can use macros to create new row actions, but you'll soon also be able to use them to build more complex apps by automating their controls, including button clicks and form submissions.
Watch this video for an example of recording a simple macro that creates a new record action to mark an invoice as "Paid":
Record a Macro
Today, macros can be used to create new row actions. Row actions are displayed in the context menu when you right-click a row. They are used to automate logic for that row, such as marking an invoice as paid or syncing a new user with your CRM.
To record a row action:
- Right-click on a row in one of your tables and select "Record a macro". This row will become the context of your macro. Every action you take on this row will be recorded and replayed later when you or your teammates run the macro on other rows.
- Perform the actions you wish to automate. See below for a list of supported actions.
- When you're done recording, click the blue checkmark in the actions list.
- Give your macro a name.
- Click Save.
To run the row action:
- Right-click on a row in the same table as above.
- Click the row action.
- Writing to a table cell
- Filtering a table
- Submitting an HTTP Request