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# Creating Automated Workflows Automate repetitive tasks with Acme workflows. ## What are Workflows? Workflows are automated sequences triggered by events or schedules. ## Creating Your First Workflow ### Step 1: Access Workflow Builder 1. Go to **Settings > Automation** 2. Click "Create Workflow" 3. Choose a template or start blank ### Step 2: Set Trigger Available triggers: - **Task created** - When new tasks are added - **Status changed** - When task status updates - **Due date approaching** - Before deadlines - **Form submitted** - External form submissions - **Schedule** - Time-based (daily, weekly) ### Step 3: Add Actions Common actions: - Send email notification - Create task - Update field - Send Slack message - Call webhook ## Example Workflows ### Auto-assign New Tasks ``` Trigger: Task created in "Incoming" column Action: Assign to team lead Action: Send Slack notification ``` ### Due Date Reminder ``` Trigger: 24 hours before due date Condition: Task not completed Action: Send email to assignee Action: Post in #reminders channel ``` ### Weekly Report ``` Trigger: Every Monday at 9 AM Action: Generate project summary Action: Email to stakeholders ``` ## Best Practices 1. Start simple, then add complexity 2. Test workflows in a test project 3. Use conditions to avoid notification spam 4. Document your workflows 5. Review and optimize monthly
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Automate tasks with workflow automation
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