This article outlines the steps to create a flow from scratch using an automation tool, ensuring that team members can easily follow the process to set up triggers and actions.
Key Steps
1. Access the Dashboard 0:15
Open the automation tool and access the dashboard.
Familiarize yourself with the interface.
2. Name Your Flow 0:34
Locate the flow naming section at the top of the dashboard.
Enter a descriptive name for your flow.
3. Check Flow Runs and Versions 0:44
In the upper right corner, check the 'Runs' section for recent executions.
Review previous versions of your flow for any necessary restorations.
4. Set a Trigger 1:12
Identify the trigger that will initiate your flow (e.g., 'end-of-call report').
Use the search bar to find popular triggers or select from highlighted options.
5. Test the Trigger 2:00
Click 'Test Trigger' to send a payload of information.
If no data is available, use mock data for testing.
6. Create an Action 3:45
Choose an action to perform once the trigger is activated (e.g., populate a Google Sheet).
Connect your Google Sheets account and map the required fields.
7. Add Additional Actions 4:30
Consider adding more actions, such as sending a Slack notification.
Select the appropriate channel and customize the message.
8. Configure Error Handling 5:17
Decide how to handle failures in actions:
Continue on failure: Skip the step if it fails.
Retry on failure: Automatically retry the action a set number of times.
9. Test the Flow 6:00
Click 'Test Step' to ensure that the flow works as intended.
If errors occur, troubleshoot by checking connections and settings.
10. Utilize Utility Features 6:51
Explore utility options for data manipulation (e.g., calculations, formatting dates).
Use HTTP for API calls if needed.
11. Implement Flow Controllers 7:41
For advanced flows, use routers to create multiple paths based on conditions.
Edit branches to define specific actions based on outcomes.
12. Finalize and Publish the Flow 9:56
Ensure all steps are complete and tested.
Click 'Publish' to activate your flow.
Cautionary Notes
Always test your flow with mock data before going live.
Ensure that all external accounts (e.g., Google Sheets, Slack) are properly connected.
Tips for Efficiency
Use descriptive names for flows and actions to make them easily identifiable.
Regularly check and update your flows based on feedback and performance.