⚙️ Automations & Workflow

In this section you will learn about Automations & Workflow

The Automation and the Workflows in their essence are the same product with the biggest difference being the types of triggers (Schedules, data chance, etc vs a button click) and the place from which they're being set up

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 (workflow builder) have just been launched. We've tried and tested it, but if you have any suggestions or issues with automation, please let us know in the chat!

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:

Triggers

Steps

Inputs, Outputs, Parameters

Test & Debug

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:

Approval Workflow

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:

Success/Error Actions

Iterators

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

Iterators

Zapier Workflows

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

Learn more here:

Zapier Workflows