WorkGuru Workflows are designed to allow you to build automations inside your WorkGuru without having to write code. Workflows let you customise your workflows to minismise the number of clicks, double handling or entry and prevent anything being missed based on your business requirements and rules.
Workflows are comprised of three elements:
- Trigger Event - What happens that fires or starts the workflow
- Conditions - What conditions need to be met for the trigger event to fire.
- Actions - What happens when the even is triggered
An example Workflow that could be created is:
- Trigger Event - Project status change
- Conditions - Project status has changed to a status that contains the word Invoice
- Actions - Email the finance team with a notification to raise and issue the invoice to the project client.
This Workflow will automatically email the finance team when a project status is changed to "Ready to Invoice".
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