Create your Workflow

Learn to automate a simple workflow

Introduction

This section provides information on how to automate a simple workflow within an organization by using an example.

Tutorial

Refer the video tutorial to create a simple automated workflow using the task screen, flow and emailer concepts.

Simple Automated Emailer Workflow

Process

1. In the Home page, Click Create and provide a desired Name for your project as shown below.

Home Screen

Create a Project

1. You will be redirected to the Task screen which you can create with each Project.

2. Click Task > Create.

Create a Task

1. Provide a desired task name and click Enter. For eg: Weekly Sales Report.

2. Click on the Agent icon to Assign to Bot. This will automate the weekly sales report emailer based on the configurations enabled for this workflow.

Assign to Bot

Let us configure this workflow and automate the weekly report delivery.

1. Click Configure and you will be redirected to the Flow page.

Task Screen

1. Drag and drop the Flow icon onto the task screen board in the centre of the screen and click Configure. Provide a short description of the flow that you are creating for easy identification and click Save.

Create a Flow

1. Click the Expand icon to expand/minimize the task screen.

2. Drag and drop the Email icon from the left panel on to the Task Screen and click Configure.

Email Configuration

1. Enter the relevant details such as email sender, email receiver, email subject and additional message details (if any) in the fields as shown below and click Save.

1. Click the Expand icon to minimize the task screen.

2. The workflow is ready to Run. Click the Play icon to Run the integration.

3. The console screen will pop-up showing the various logs and operations.

Run the Integration

Once the process is successfully completed, the console screen will reflect the status as Process Completed and details of Data In and Data Out will be displayed

Result

Console

1. Verify your inbox with the Email Received along with the message entered.

Emailer Received

The email is received automatically once the integration completes.

Now create your own automated emailer using the above steps.