Introduce Workflow
Last updated
Was this helpful?
Last updated
Was this helpful?
A workflow is a comprehensive automation process consisting of a sequence of steps that a task must follow to ensure its proper execution.
Benefits of Workflows:
Standardization: Ensures that tasks are executed systematically, following a predefined sequence of steps.
Team Guidance: Serves as a roadmap for team members to follow the correct steps when completing a task.
Automation: Automates repetitive processes that occur at specific intervals, reducing the need for manual intervention.
With integrations available with popular third-party applications such as Slack, Google Calendar, and Gmail, the workflows of AppAlloy can extend the work of your app beyond the external system.
For example, you can configure a workflow to
send a Slack message to your team when a new task is created,
update a Google Calendar event after a task is edited, or
send a status email through Gmail when a task is deleted.
To learn more about how to integrate these third-party apps, refer to the Integration section
A workflow can be triggered in several ways in your app built with AppAlloy including:
Automatically by an update on a row including adding a new record, editing, or deleting a record.
Manually by a tap of a button
Automatically by an interval of date & time.
Scenario: When a new task to the project management table in AppAlloy, team members should be notified in a Slack channel.
Workflow Steps:
Trigger: A new task is added to the project management table.
Action 1: Post a message to the designated Slack channel notifying the team about the new task, including task details such as title, deadline, and assignee.
Result: The team receives real-time updates in Slack whenever new tasks are created, improving team communication and collaboration.
Scenario: When a project milestone is updated or changed in AppAlloy, the system should automatically add or update an event in Google Calendar to schedule the meeting.
Workflow Steps:
Trigger: An existing row in the project milestone table is edited (e.g., milestone deadline is updated).
Action 1: Add a new event to Google Calendar or update an existing one, including meeting details such as date, time, location, and attendees.
Result: The team’s calendar is automatically kept up-to-date with key project milestones, reducing the need for manual scheduling and ensuring timely follow-up.
Scenario: When a project task is marked as "Completed" in AppAlloy, an email should be sent to the client automatically, updating them on the project's progress.
Workflow Steps:
Trigger: A row in the project table is edited, and the task status is changed to "Completed."
Action 1: Send an automated email through Gmail to the client, informing them that the task has been completed. Include details like the task name, completion date, and any next steps.
Result: Clients are automatically kept in the loop, ensuring transparency and reducing the need for manual communication from project managers.
You can think of a workflow as an that you design by yourself. Then, you link that custom-designed action as the consequence of a change made in your app, which we call "the trigger".