Guide
You can setup automatic Relations based on some basic matching rules. It's the fastest way to connect imported integration data (GitHub, Intercom, etc.) to existing records without linking each one by hand. But except the integrations, you may find a variety of different cases.
How to set an automatic relation
Open the database where you want the relation to live.
Add a Relation field and point it at the target database.
In the relation settings panel, turn on the Automatically link switcher.
Pick the field on each side that should be compared.
Leave the operator on equals unless your values aren't an exact match.
Save the relation.
If your fields don't line up exactly (e.g., United States vs US), add a formula field that normalizes the value first, then use the formula field in the rule.
Operators
The following match operators are allowed for Field types:
Text fields: equals, starts with, ends with, contains (and their reversed versions: is prefix of, is suffix of, is contained in)
Relation fields: equals, is in (reversed: contains)
Date fields: equals, is within (date falls within a range defined by two date fields; reversed: contains)
Example:
Using operators beyond equals is a Pro plan feature
Here are some examples:
Connect GitHub PRs with User Stories
When you import PRs from GitHub, the PR name (e.g., fibery/us#123 some name) carries the user story ID but there's no native link. Extract the ID with a formula and match on it.
In the Pull Request database, add a formula field called User Story ID:
If(StartsWith(Name, "fibery/us#"),
Trim(ReplaceRegex(Name, "fibery\/us#(\d+).+", " \1 ")),
"")
This returns the numeric ID from names starting with fibery/us#, and an empty string otherwise.
On the User Story side, confirm Public ID is available as a text field.
Add a Relation field on Pull Request pointing to User Story.
Turn on Automatically link and match User Story ID (PR) to Public ID (User Story).
Keep equals and save.
From now on, every imported PR whose name starts with fibery/us#<id> auto-links to the matching user story.
Link emails to contacts by email address
Tie every incoming email to the person who sent it.
Link emails to companies by sender domain
You want emails from @acme.com tied to the Acme company record.
Add a formula field Sender Domain on Email:
ReplaceRegex(From, ".*@(.+)", "\1")
If the Company side stores a full URL (https://acme.com/) instead of a bare domain, add a formula to strip the scheme and path first - or match Sender Domain against Website with is contained in.
Link Stories to Sprints by Due date
Tasks should auto-attach to whichever sprint contains their due date.
Works the same way for events, releases, or any "bucket of time" entity.