⚙️ Automations & Workflow

There are two places to initiate the creation of an Automation or a Workflow: the Automation tab (1):

Which you can use to create automation, triggered by time intervals, schedules, data change, webhooks, or a manual run:

And the workflow builder (2), that is used solely for workflows, and can be set only from the action in the UI:

Automations allow you to create a sequence (or workflow) of events that are executed based on a specific trigger. Workflows consist of triggers and steps.

Here's an example of a workflow that is triggered when a button is clicked and then it either creates a record in Airtable or shows a notification based on whether the "Yes/No" condition is met.

Overview

The workflow builder consists of several key parts:

(1) Triggers determine when (on what condition) the workflow will run. For example, this might be a button click or a row click in a table.

(2) Steps consist of actions, which run sequentially when a workflow is triggered, and rules, which allow you to branch the sequence based on certain conditions. An example of an action would be "Updating a record in Airtable" and an example of a rule could be "If condition" that will divide a workflow into two branches.

(3) You can add new steps before or after any step, just click the "+" icon

(4) Workflow result closes the sequence and can be used to configure the workflow outputs

(5) The configuration tab that opens up when you select a trigger or a step

When to use it

For the most part, you'll need a single action, such as changing a status or making a refund. However, in specific cases, you'll need a whole sequence of actions to be executed, often involving conditional logic.

Typical tasks for workflows might include:

• Changing a user's status and sending a notification via Sendgrid

• Showing an error notification and sending a notification with details in Slack

• Getting to a specific page after submitting a form and downloading an attachment

• Making a refund via Stripe and: a) for transactions marked as "wrong item", create a new record in the "Coupons" Firebase collection and notify a manager via Slack b) for the rest change the status in the "Customers" collection

Build Automation

Learn how to build and test automation with dedicated sections:

Also, check the sections that are not part of the workflow builder but can help you automate even more:

Approval Workflow

Approval workflow is a built-in functionality that for any chosen action, allows to inject the intermediate step of approval before the action is executed. You can assign different people as the approval owners - they'll receive approval requests in their feed.

Learn more here:

Success/Error Actions

In Jet, you can choose different secondary actions that are being executed depending on whether the initial action execution was successful or not.

Learn more here:

Iterators

This workflow node will help you to go through a list of items to make actions individually.

Zapier Workflows

Create a sequence of actions in Zapier or Make (formerly Intergomat) of any complexity using triggers within Jet.

Learn more here: