Create your first Automation

In this article, we'll walk you through the process of setting up your first automation in Introist. You'll learn how to select an employee, choose a workflow, initiate the automation as a draft to make adjustments, and finally, start the automation. Follow along to see each step in action and get your automation up and running smoothly.

Start automation

To create your first automation, begin by selecting an employee from the list. Click on the employee's name to proceed. After selecting the employee, click the "Enroll" button to move forward with the setup process.

In the following step, select the workflow you wish to use. For this guide, choose the workflow you've recently created.

Next, click on "Start as Draft." This step allows you to make any necessary changes to the automation before it goes live. While not crucial, starting as a draft is recommended to ensure all details are correct and to provide an opportunity for adjustments.

Once you are ready and all adjustments have been made, click "Start" to activate the automation. This final action will initiate the automation based on the settings you've configured