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Workflow Automation: Key Terms
Workflow Automation: Key Terms

How to Automate your Workflow?

Jamiu Ozigi avatar
Written by Jamiu Ozigi
Updated over a week ago

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.

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