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Workflow Automation

Automate repetitive tasks with workflows.

Automation Types

Event-Based

  • Triggered by events
  • Real-time execution
  • Immediate response

Time-Based

  • Scheduled execution
  • Recurring tasks
  • Batch processing

Condition-Based

  • Conditional execution
  • Rule-based logic
  • Smart automation

Automation Examples

Auto-Response

  • Acknowledge receipt
  • Send confirmation
  • Provide status update

Auto-Assignment

  • Route to department
  • Assign to officer
  • Escalate if needed

Auto-Notification

  • Status change alerts
  • Deadline reminders
  • Escalation notices

Best Practices

  1. Start Simple: Begin with simple workflows
  2. Test Thoroughly: Test before activation
  3. Monitor: Monitor workflow execution
  4. Document: Document workflow logic
  5. Optimize: Optimize for performance

Next Steps