Blocks and Paths: Anatomy of an Automated Workflow

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:

  1. Select the Add button Add button  
  2. 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.

ElementUse for
Trigger blockThe specified date and time, recurrence configuration, or activities in the sheet that set the automated workflow into motion. 
Condition blockUsed to filter which rows are included in workflow actions on the same path
Action blockThe 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 pathA 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.
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