Build your first Workflow

Let's get started building your automation. Templates for automations are called Workflows in Introist. You can think Workflow as a blueprint from which a copy is made every time a specific employee should go through that automation.

Create workflow

First step to building a workflow is to create one.

To create a new workflow, navigate to the Workflows and click "New." Enter a name to identify the workflow and consider adding an optional description. Next, select a target date that aligns with the purpose of the workflow (read more about target date below). Once all details are set, click "Create".

What are target dates?

Target date enables you to schedule actions in reference to certain date for the employee. Taking onboarding as an example, the logical target date is usually the start date (i.e. the first day of work) of the new employee. With start date as a target date, you can time steps such as "on the start date", "2 weeks before start date", or "3 months after start date" If there is no meaningful target date for the workflow your creating, selecting "When enrolled" will still allow you to schedule steps with phrases like "1 day after start of the workflow" and "2 months after start of the workflow".

Add first step

With a workflow created, it is time to add the first actions. Those actions are called Steps in Introist.

To create the first step in your workflow, begin by clicking "New." This action opens up options for selecting the type of step you wish to create. Choose the appropriate type based on the needs. A step editor will now open.

First, give your step a title. The title does not affect the function of the step; it is merely to help you identify the purpose and content of the step within Introist.

Next, you need to determine the timing of this step. Decide whether it should be triggered relative to the workflow's target date or relative to the start of the workflow.

Following the timing setup, focus on building the content specific to this step. For example, if you are creating an email step, this would involve composing the email message that will be sent. Most of the fields allow you to tailor the step content for the employee by using Attributes. These attributes are automatically filled with employee's information when the step is executed.

Once you are satisfied with the setup and content of your step, do not forget to click "Save"!

Add more steps

Now that you understand how to create a single step, adding more is simply repeating the process.

Go ahead and build a few different steps to your Workflow before moving on to activating that for your first employee!

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