Create New Automata Workflow

Automata workflows allow you to organize triggers in a pre-defined sequence. You can create, view, and edit each individual trigger in order to customize your messaging for each rental and its connected channels.

• Navigate to Workflows

• Click the green "New" button to create a new workflow.

• Workflows can be created from from a sample (pre-built) workflow, or from a blank workflow.

Create Workflow From Sample

1. Choose a Workflow.
   Sample workflows include pre-built triggers and templates for you to utilize and build on.

   

   Click on each trigger to include / exclude triggers from workflow.

2. Choose a Rental and click "Next"

   

3. Name your Workflow and click "Create"

   

   You are now returned to the Workflows tab.  Click on the newly created workflow to make edits.

   

   • Click on any Trigger to make any edits to the trigger or template
   • Mouse over the icon next to any workflow step  to Delete the trigger,  or alternatively Pause a particular trigger within the workflow.

   

Create Workflow from Blank

1. Select Triggers.
   Workflows will automatically organize your triggers in a logical sequence.

   

2. Select Rental

3. Name your Workflow and click "Create"

   

   You are now returned to the Workflows tab.  Click on the newly created workflow to make edits.

   

   • Click on any Trigger to make edits to the trigger or template.
   • Mouse-over the icon next to any workflow step to delete the trigger - or, alternatively, pause a particular trigger within the workflow.