Workflows

Welcome to the world of no-code, in-chat workflows! In-chat workflows are a way to automate certain tasks or processes within an organization chat without the need for complex coding or programming. They typically involve setting up a series of simple triggers and actions that are executed automatically based on specific conditions.

The elements of DailyBot Workflows

There are several components to a workflow. For a multi-step workflow like the ones at DailyBot, each workflow consists of a series of automated steps that can be triggered by a specific action or event, such as a user input or a specific time of day.

These steps typically involve a combination of actions, such as sending messages to a chat channel, or performing tasks like retrieving information from a form, all glued up together using delays between actions, which allow for a natural and personalized interaction with the user according to the case.

Triggers

Triggers is the event or action that initiate a workflow. For example, a trigger could be a user filling out a specific check-in or form, joining a team, or logging activity from a external platform like ClickUp.

For a complete list of triggers, see this article.

Actions

Actions are the steps that are performed as part of the chat workflow. These can include sending messages or notifications to users, manipulating data from forms, or performing custom commands on demand.

For a complete list of actions, see this article.

Delays

Delays between actions allow for a more natural and personalized interaction with the user. These delays can be set to a specific amount of time comprising minutes, hours, days, or even weeks.

Overall, the elements of a multi-step workflow work together to create an automated and more personalized conversation with the intended user.

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❇️ Get started with DailyBot Workflows

1. Identify the tasks or processes that you want to automate. This could be something as straightforward as sending a Slack message to a specific channel when a new employee joins the team, or it could be something more specific like automatically handling employee time-off requests.

2. Get your affairs in order. If you’re, for instance, automating a case of expense requests, you should already have a expense request form in place. Same if you’re notifying your security team of recently-approved vendors. This prep work will make it easy to create and manage your workflow later on.

3. Set up your triggers and actions. The trigger could be something as varied as changes in a form or check-in, adding new users to your DailyBot organization, or simply logging activity from external sources. Your actions could include sending a notification to a channel or triggering an email chain for a specific team in your company.

4. Test your workflow to make sure it is working as expected.

5. Once your workflow is set up and working properly, it will run automatically in the background, executing the actions you have specified based on the triggers you have set. This will save you a lot of time and effort, as you no longer have to manually perform the tasks or processes that have been automated.

With these steps, you can quickly and easily get started with DailyBot Workflows and start automating routine or repetitive tasks within your organization. Give it a try and see how it can help streamline your processes and make your team more efficient!

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Don't know where to begin?

We'll be compiling our growing list of use cases for workflows to give you some ideas.