# ⚙️    Automations & Workflow

{% embed url="<https://www.youtube.com/watch?v=_mbNeLJDqpU&list=PLSkzi9eq0vBnUGMnwXrRRVo9TXUjZ7uSj>" %}

{% hint style="info" %}
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
{% endhint %}

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

<figure><img src="https://3448227606-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-LQ08RFAKZvFADEiXKFy%2Fuploads%2FvfyEr6Bjcd7lwjJFHC6x%2Fdsrhtftf.png?alt=media&#x26;token=17a0e33e-8139-4453-8026-fdc8b8820167" alt=""><figcaption></figcaption></figure>

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

<figure><img src="https://3448227606-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-LQ08RFAKZvFADEiXKFy%2Fuploads%2FIlu9zS8rRmrF1tpUWTle%2Fhxdctf.png?alt=media&#x26;token=6e474d00-acae-4a61-8d28-9c6a8f96a39f" alt=""><figcaption></figcaption></figure>

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

<figure><img src="https://3448227606-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-LQ08RFAKZvFADEiXKFy%2Fuploads%2Fp5jLvMGtarYhn8USXxzp%2Frhdxtf.png?alt=media&#x26;token=2a11ffee-9b40-4f68-8b22-018b79980221" alt=""><figcaption></figcaption></figure>

{% hint style="warning" %}
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!
{% endhint %}

**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.

![](https://3448227606-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-LQ08RFAKZvFADEiXKFy%2Fuploads%2FQVj1BUY5QnVPquBVDqyn%2Fzsrhxd.png?alt=media\&token=3eb9aed1-1b28-4a77-a040-d6e36e44d4ff)

## 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.&#x20;

**(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.&#x20;

**(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

![](https://3448227606-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-LQ08RFAKZvFADEiXKFy%2Fuploads%2FHtehPfLtfGjg2VmJKrDF%2Fxtjcfh.png?alt=media\&token=b78350ea-c552-41d3-9327-21621d5afa6d)

## 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&#x20;

## Build Automation

**Learn** how to build and test automation with dedicated sections:

{% content-ref url="workflow/triggers" %}
[triggers](https://docs.jetadmin.io/user-guide/workflow/triggers)
{% endcontent-ref %}

{% content-ref url="workflow/steps" %}
[steps](https://docs.jetadmin.io/user-guide/workflow/steps)
{% endcontent-ref %}

{% content-ref url="workflow/inputs-outputs-parameters" %}
[inputs-outputs-parameters](https://docs.jetadmin.io/user-guide/workflow/inputs-outputs-parameters)
{% endcontent-ref %}

{% content-ref url="workflow/test-and-debug" %}
[test-and-debug](https://docs.jetadmin.io/user-guide/workflow/test-and-debug)
{% endcontent-ref %}

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:

{% content-ref url="workflow/task-approval" %}
[task-approval](https://docs.jetadmin.io/user-guide/workflow/task-approval)
{% endcontent-ref %}

## 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:

{% content-ref url="workflow/actions-workflow" %}
[actions-workflow](https://docs.jetadmin.io/user-guide/workflow/actions-workflow)
{% endcontent-ref %}

## Iterators

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

{% content-ref url="workflow/iterators" %}
[iterators](https://docs.jetadmin.io/user-guide/workflow/iterators)
{% endcontent-ref %}

## Zapier Workflows

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

**Learn more** here:

{% content-ref url="workflow/action-sequences" %}
[action-sequences](https://docs.jetadmin.io/user-guide/workflow/action-sequences)
{% endcontent-ref %}