Building an automated workflow is similar to building a flowchart. You’ll place triggers, conditions, and actions together from a start block to one or more end blocks.
In the workflow builder:
- Select the Add button
- Choose what you want to add (condition, condition path, action).
To conceptualize automation, think about workflows through the following framework: when a change triggers the workflow, if the row meets the conditions you set, then do the action specified.
See the table below for details on what these elements do.
|Trigger block||The specified date and time, recurrence configuration, or activities in the sheet that set the automated workflow into motion.|
|Condition block||Used to filter which rows are included in workflow actions on the same path|
|Action block||The type of automation (alert, approval, request, and more) that you want to take place as a result of the trigger and preceding conditions. Details on the different types of automation available can be found here.|
|Condition path||A line that connects blocks to depict different routes that your workflow may take depending on the conditions you set. Your workflow may have a single path from trigger to action or it may have several paths to indicate different actions based on preceding conditions.|
Automated Workflow Best Practices
Keep the following in mind as you set up your workflow:
- Type a name for your workflow in the upper-left corner of the workflow builder
- Make sure to Save your workflow (click save in the lower-right corner) after set up or after any changes. You can come back and make further changes to your workflow at any time.