Workflow Automations

Overview

A workflow automation is a way to let technology handle repetitive tasks for you automatically, so you don’t have to do them manually. Imagine you have a series of steps you need to follow, like sending an email, updating a spreadsheet, or moving a file when something happens. Instead of doing each step yourself, a workflow automation does it for you, following a set of rules you create.

Triggers

– It’s what initiates the process, the "Starting Point".

A trigger is the event that starts the workflow. It's like the spark that sets everything in motion.

Actions

– It’s the specific task that gets carried out automatically, the "Task"

An action is what happens after the trigger. It’s the task that the automation performs automatically in response to the trigger. You can have multiple actions in a workflow.

Conditions

– It’s the rule that determines when and how tasks should be executed, the "Rule"

A condition is a rule that decides whether or not an action should happen. It’s like a checkpoint that says, "Only do this if certain criteria are met."

Putting It All Together

In a workflow automation, the trigger kicks off the process, the condition decides if certain actions should happen based on specific criteria, and the action is what the system does automatically once the conditions are met.