Workflow Automator - An overview

Workflow Automator allows you to automate all the repetitive tasks and manual processes that you perform on a daily basis. This includes processes like assigning tickets to the right agent or team, following up on approval, and so on. With the Workflow Automator, you can create a workflow using simple drag and drop actions.

Components of a workflow

A workflow is made up of three components:

Event - defines when a workflow has to be triggered
Condition - defines the parameter(s) that needs to be validated during the execution of a workflow
Action - The outcome of the workflow
Reader Node - The reader nodes are used to read and reference information from the custom objects into the workflows

It is not necessary that a workflow should have only one condition or an action. You can add multiple conditions and actions to a workflow. (We’ll be seeing this later with a detailed example).