Introduction
The Automation User Interface (UI) empowers organizations to streamline workflows by creating and managing automation rules. Each rule comprises a trigger (an event or condition that initiates the automation) and an action (the task executed when the trigger is activated). This manual provides comprehensive guidance on configuring automations, managing pre-configured system-level automations, and creating custom rules. It covers trigger categories, action types, survey configurations, and special scenarios, ensuring users can optimize operational efficiency without missing any critical functionality.
Overview of Automations
An automation rule is defined as the combination of a trigger and an action:
- Trigger: The event or condition that prompts the automation, such as a new applicant being added or an assignment shift starting.
- Action: The task performed when the trigger is activated, such as sending an email, text message, or survey.
In addition to user-created manual automations, the system provides pre-configured system-level automations, which are pre-configured rules for common scenarios. These can be activated, deactivated, or customized to a limited extent, as detailed later.