To configure a workflow:
Step 1:
Navigate to Company Settings > Settings > Workflow
Step 2:
Add the following details:
Name: Workflow Name
Description: (Optional) Describe your workflow
Event Type: Choose from various event types such as "New Inspection" or "Scheduled Trigger"
Instructions: Provide specific instructions, such as who to schedule this to and when to schedule.
Important: Instructions are used by AI to generate the workflow. Please ensure the instructions provided are clear to ensure your workflow is set up correctly.
Step 3:
You’re all set!
SnapInspect’s AI Workflows streamline your entire process, reduce manual effort, and help you get more done - automatically.
AI Workflow Functions, Events, and Actions
AI Workflows include functions, event types, and configurable actions that help automate processes across users, contacts, tasks, schedules, and custom fields.
Functions
Available workflow functions include:
Visual Workflow: Build and manage workflows using a visual workflow layout.
Test Option: Test workflows before enabling them.
Action Logs: Review logs for each AI action to help monitor workflow activity and troubleshoot results.
Event Types
Configure workflows to trigger when supported events occur, including:
New Inspection
New User
New Contact
Update Contact
New Task
Update Task
Schedule Trigger
Manual Trigger
Configurable Actions
AI Workflow actions are configured by entering instructions rather than selecting from a predefined list. Depending on your workflow requirements, actions can be configured to:
Edit custom field values
Edit task custom field values
Read custom fields
Create or update schedules
Invoke another AI Workflow
If you have any additional questions or need assistance with creating a workflow, please contact the team at support@snapinspect.com.