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