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Introduce Workflow

What is the workflow?

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.

A workflow in AppAlloy

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

Manage Integration

How does it work in an app?

You can think of a workflow as an action 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".

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.

Examples of Use cases

Use Case 1: Task Assignment Notification via Slack

Scenario: When a new task to the project management table in AppAlloy, team members should be notified in a Slack channel.

Workflow Steps:

  1. Trigger: A new task is added to the project management table.

  2. 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.

  3. Result: The team receives real-time updates in Slack whenever new tasks are created, improving team communication and collaboration.

Use Case 2: Automated Meeting Scheduling via Google Calendar

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:

  1. Trigger: An existing row in the project milestone table is edited (e.g., milestone deadline is updated).

  2. Action 1: Add a new event to Google Calendar or update an existing one, including meeting details such as date, time, location, and attendees.

  3. 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.

Use Case 3: Client Status Update via Gmail

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:

  1. Trigger: A row in the project table is edited, and the task status is changed to "Completed."

  2. 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.

  3. Result: Clients are automatically kept in the loop, ensuring transparency and reducing the need for manual communication from project managers.

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