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

• Login to DBSync Cloud Workflow by navigating to the DBSync website.

• Click on 'Login' and choose 'Cloud Workflow' as shown in the image below:

Login to Cloud Workflow

• Provide your 'User Name' and 'Password' setup during signup and click 'Login'.

Enter Login Credentials

• You will be redirected to DBSync Cloud Workflow Home Screen as shown below

Home Screen

• Click 'Create' and provide a desired 'Name' for your project as shown below:

Create a Project

• You will be redirected to the 'Projects' screen.

• Click Task > Create.

Create a Task

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

• 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.

• Click 'Configure' and you will be redirected to the Task Screen.

Task Screen

• 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'. Refer image below:

Create a Flow

• Click the 'Expand' icon to expand/minimize the task screen.
• Drag and drop the 'Email' icon from the left panel on to the 'Task Screen' and click 'Configure'.

Email Configuration

• 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'

• 
• Click the 'Expand' icon to minimize the task screen.
• The workflow is ready to 'Run'. Click the 'Play' icon to 'Run' the integration.
• 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

• 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 with any example.