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Automation

Set custom fields from saved searches

Automation rules can now use a saved search to update custom fields with more precise conditions.

What changed

  • Match a search and write the result to a field.
  • Use regular expressions when a simple match is not enough.

Why it matters

This update keeps automation work closer to the question your team is trying to answer. Automation rules can now use a saved search to update custom fields with more precise conditions.