There are some key terms we need to understand when creating Bots;
Bot Name and Description
When creating Bots, you must first enter the Bot name and Description before setting your condition and triggering an action.
Conditions
You need to set conditions before an action can be triggered, to do so, select the field name and input the parameters, you can also add a condition using the "And"/"Or" symbols under the set conditions with the same field name using the plus symbol next to the condition.
Add Another Condition
You set new conditions with a different field name and parameters in this case.
Action
Every workflow automation has a trigger and an action (or multiple actions). Let's look at an example: "When a status matches Active, send a mail". As you can see, a condition was set for certain steps to be taken or a triggered action, the step taken is considered an "Action"
💡 Note: In workflow automation, you can trigger an action by using integrations or Bot actions.
Capabilities
It is necessary to identify the operation that can be performed after an action has been triggered. in other words, tell us what the action can do.
Parameters
Set your action value, specifying its conditions.
💡 Note: After setting the parameters, you can toggle the advance settings button, which shows Blocked by and Depends on.
Blocked by
For blocked by, A Bot action must be paused before setting another.
Depends on
in this case, a bot action must have completed its tasks before setting another one to avoid overriding.
Schedule action
Using the Bot action advanced settings, you can have it run at a specific time or more frequently by setting a regular interval of the minutes, days, hours, weeks, and months.