Introist Knowledge Base
  • 👋Welcome
  • ▶️Start
    • Getting started
      • Prepare your Workspace
      • Invite users
      • Connect accounts
      • Build your first Workflow
      • Add your first Employee
      • Create your first Automation
      • Manage your first Automation
      • Activate Notifications
    • Automate your automations
      • Sync Employee data automatically
      • Start Automations automatically
    • What next
  • 📚Learn
    • Comprehensive Automation
    • Key Concepts
      • Employees
      • Workflows
      • Automations
      • Triggers
      • Data Sources
    • Deep Dive
      • Understanding Target Dates in Workflows
      • Understanding Timezones in Workflows
  • 🏗️Build
    • Employees
      • Employee Fields
        • Create Employee Field
        • Modify Employee Field
        • Categorise Employee Fields
        • Archive Employee Field
        • Linked Employee Field
      • Create Employee
      • Modify Employee
      • Employee Groups
        • Create Employee Group
        • Modify Employee Group
        • Archive Employee Group
    • Workflows
      • Create Workflow
      • Add Workflow Step
      • Workflow Settings
      • Archive Workflow
      • Organizing Workflows
        • Create Folder
        • How to Move Workflows into a Folder
        • Delete Folder
    • Workflow steps
      • Email message
      • Slack messages
        • Slack Channel Message
          • Adding Introist App to a Private Channel
        • Slack Direct Message
          • Add an Attachment to Slack Direct Message
        • Slack Question Message
      • Meetings
        • Create a Meeting step
        • Set up automatic time finding
        • Set up selecting meeting room
        • Meeting settings
        • Managing scheduled meetings
      • Workflow trigger
      • Step settings
        • Step cut-off time
    • Automations
      • Create Automation (manually)
      • Reschedule Automation
      • Reschedule Step
      • Execute Step
      • Cancel Step
      • Cancel Automation
    • Triggers
      • Create Trigger
      • Manage Trigger
      • Trigger Settings
      • Archive Trigger
    • Data Sources
      • Setting Up Automatic Sync
      • Severa
      • Push API
      • Teamtailor
      • Excel Sheet in Sharepoint
    • Workspace
      • Workspace Members
      • Timezone & Date Format
      • Linked Accounts
        • Connect Linked Account
        • Reconnect Linked Account
        • Archive Linked Account
        • Using Quick-Connect Link for Easy Account Linking
        • Using Shared Google Calendars
    • Notifications
    • Introist AI
      • Setting up Introist AI
        • Setting up OpenAI account
        • AI settings
        • Analyse writing style
      • Write message with AI
      • Draft step with AI
      • Revoke AI access
    • Settings
      • Meeting rooms
    • Tips & Tricks
  • ⚙️Admin
    • Setting up SSO
    • Security Auditing
    • Responsible Disclosure
    • Deleting Workspace
Powered by GitBook
On this page
  • Features of Automations
  • Conclusion

Was this helpful?

  1. Learn
  2. Key Concepts

Automations

Automation refers to a customized set of actions tailored for an individual employee. It begins as a copy of a workflow template which is then adjusted to suit the specific needs of the selected employee. This process ensures that each automation is personalized, directly addressing the unique requirements and circumstances of the employee involved.

Furthermore, Automation provides the flexibility to modify processes on the fly. You can reschedule, modify, or cancel entire automations or specific parts of them, allowing for adjustments to be made as situations change. This adaptability is key in responding to unforeseen circumstances or special requirements of employees.

Features of Automations

Customization and modification

While Workflows provide the basic structure and conditions for tasks, Automations can be further edited to better adapt to special circumstances that may arise with individual employees. This flexibility ensures that the system can accommodate unique cases without requiring systemic changes.

Monitoring and Oversight

Each Automation actively monitors the status of its actions, providing a clear overview of what has been completed and what remains pending. It alerts you to any issues and highlights important pending actions, making management smoother and more responsive.

Audit Trail

Automation acts as a comprehensive record of all actions taken and their outcomes. This audit trail is invaluable for backtracking and reviewing how each action was handled, offering transparency and accountability in employee management processes.

Conclusion

Automations in Introist provide a practical and efficient way to manage actions tailored to each employee's specific needs. By allowing for real-time adjustments and maintaining detailed records of actions, automations help ensure that employee management processes are both flexible and accountable. This system enables to adapt quickly to changing circumstances and individual requirements.

PreviousWorkflowsNextTriggers

Last updated 1 year ago

Was this helpful?

📚