Workflow Automations help you reduce manual work by automatically carrying out common actions in Tribe. They are useful when you want to send emails, create tasks, or trigger reminders without repeating the same steps every time. This feature allows you to tailor Tribe to the way your organisation works. By following this guide, you will understand what workflow automations do and how to activate and use them.
Table of Contents
What Does The Workflow Automations Module Do?
What Standard Automations Are Available?
How Do I Activate Standard Automations?
What Are Custom Automations?
How Do I Activate The Workflow Automations Module?
What Does The Workflow Automations Module Do?
The Workflow Automations module allows you to automate routine processes in Tribe. These automations perform actions automatically based on specific events, such as creating a task, sending an email, or updating information.
Automations help ensure consistency in your processes and reduce the risk of manual errors. They also save time by handling repetitive work in the background.
What Standard Automations Are Available?
Tribe provides a set of standard automations that cover common business processes. These automations are available for organisations with both a Tribe licence and a Tribe Creator licence.
Examples of standard automations include sending birthday emails, creating support tickets with automatic replies, and notifying employees when a task is assigned. These automations can be activated or deactivated individually, depending on what suits your organisation.
Did you know?
You can customise a standard automation by duplicating it and editing the copy. This is useful if you want to change the content of an automated email while keeping the original automation unchanged.
How Do I Activate Standard Automations?
Step By Step Instructions
Click Configuration.
Select Automations.
Review the list of available automations.
Activate the automations you want to use by moving the slider to the right.
Once activated, the automation will run automatically when its conditions are met.
Note: Before sending emails through automations, make sure your email domain is validated. This is required to ensure emails are delivered correctly.
What Are Custom Automations?
In addition to standard automations, you can create custom automations that match your organisation’s specific needs. Custom automations allow you to automate unique workflows that are not covered by the standard options.
Custom automations can only be set up after the Workflow Automations module is activated. They are managed by an administrator in Tribe.
How Do I Activate The Workflow Automations Module?
Step By Step Instructions
Click the Organisation Icon in the top right of the navigation bar.
Select Account Settings.
Click Add/Remove Modules.
Enable Workflow Automations.
Select Get Started.
After activation, workflow automations become available in the configuration and can be set up or adjusted as needed.
Quick Summary
Workflow Automations allow you to automate recurring tasks and communication in Tribe. You can activate standard automations or create custom ones to match your processes. By using workflow automations, you keep your workflows consistent and reduce manual effort in daily work.