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
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On this page
  • How Triggers Work
  • Setting Up Triggers
  • Benefits of Using Triggers
  • Conclusion

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  1. Learn
  2. Key Concepts

Triggers

Triggers are essential tools that automate the initiation of Workflows for employees at precisely the right moments. A Trigger essentially creates an Automation for an employee based on predefined Workflow, thereby eliminating the need for manual intervention to start these processes.

How Triggers Work

Triggers are set up to monitor specific employees or groups of employees based on certain data criteria. You can define exactly which employee data to consider and determine the situations or conditions under which an Automation should be launched. This ensures that workflows are initiated automatically and timely whenever employees meet the specified rules.

Setting Up Triggers

To set up a trigger, you define a rule that allows the system to monitor the right set of employees and launch automations accordingly. This rule-based monitoring is customizable to suit various operational needs and can range from simple to complex scenarios:

Simple Rule Example

An onboarding trigger could be set for any new employee who has a start date in the future. This simple trigger ensures that the onboarding process starts automatically without manual scheduling.

Complex Rule Example

A trigger could be configured to activate for an employee who has accumulated over 40 hours of time balance or has taken more than 10 sick days within the last year. These conditions might initiate workflows for additional reviews or support processes.

Benefits of Using Triggers

Triggers streamline the management of employee-related workflows by ensuring that automations are launched at optimal times without the need for constant oversight. This not only saves significant administrative time but also increases the accuracy and effectiveness of responses to various employee situations. By automating the start of these workflows, organizations can ensure that all employee conditions are managed promptly and efficiently.

Conclusion

Triggers in Introist are powerful mechanisms that enhance workflow efficiency by automating the initiation of employee-specific actions based on tailored rules. They provide a reliable and scalable way to manage various employee scenarios, from routine onboarding to more complex condition monitoring. By integrating triggers into your workflow management strategy, you can significantly reduce manual tasks, ensure timely intervention, and maintain high operational standards within your organization.

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Last updated 1 year ago

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