Auto‑assign tasks based on custom field values

Maroun Adam

If your team uses custom fields (priority, region, content type, client, etc.), you can create an automation that assigns the right person the moment that field is selected.

Example:

• When Content Type = Video → Assign to the video editor
• When Priority = High → Add the PM + notify the team
• When Region = MENA → Add the Arabic copywriter + apply the correct workflow

This eliminates:

• Manual routing
• Missed assignments
• “Who owns this?” confusion
• Delays caused by waiting for someone to triage tasks

Why it’s powerful

• Works across folders, spaces, and blueprints
• Keeps your intake process clean
• Ensures tasks land with the right owner instantly
• Reduces Slack/email back‑and‑forth

How to set it up

1. Go to Automation in your Space
2. Create a rule:
   • When: Custom field changes
   • And: Field equals X
   • Then: Assign user / add approver / change workflow / move item

Bonus tip

Pair this with Blueprints and you get a fully automated intake → routing → execution pipeline.

Rohan V

This is great, @Maroun Adam! 😁 Thanks so much for sharing. It's a really clear, practical example of how to combine Automation with custom fields. The step‑by‑step breakdown will be very helpful for others looking to improve their intake and routing processes!