Workflows allow you to automate your certain day-to-day tasks so you do not have to do them manually. Mostly the workflow is named "automation rule" in the terminology, but we want to use Workflow to define an automation rule. Because we want to create automated flows for your operations not only the rules.

A workflow (automation rule) is defined by triggers (when will the rule start), conditions (the matching criteria for an order), and actions (what is applied to an order that matches the defined triggers).

There are multiple workflows you can apply to order to save your time and energy. Simple examples of workflows are the "Shipment Rules". Shipment rules enable you to assign carrier, shipment method, and package type based on the matching country and state. Another example is, you can send an email if an order has specific SKUs.

Automation rules are powerful tools that will save you a ton of time. Use them with care, as they can automatically change shipping preferences and debit your postage and shipping accounts. Always test rules on a small group of orders (for example two to four orders) before applying broadly. Know and understand the shipping services in detail. Read all relevant documentation before auto-shipping orders.

Next articles:

2. How does workflow work?

i. Triggers: Initiators of a flow

ii. Conditions: Criteria of a flow

iii. Actions: What will apply to orders

3. Workflow generating (Video)

4. When does automation apply to orders?

5. Email automation (Video)

6. Email automation: Send email action is explained

7. Workflow examples
8. Create a rule with multiple conditions and multiple actions

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