Workflows run when certain conditions are met, which then trigger an action. This ensures that nothing important slips through the cracks when moving forward.
Building a workflow is easy
1. Click the “Workflow” icon from the menu.
2. Now you can see all the existing workflows here. To create a new workflow, select "+ Create new workflow".
3. Give the workflow a name and select the trigger - "An event is created".
4. Choose the calendar or group where you'd like to use the workflows and apply the filter conditions here.
5. Choose an Action. This is where you'll need to map the workflow conditions to the tags and properties.
6. Finally, select "Create" to save the new workflow.
That's all! When you make a new workflow that meets these conditions, it'll tag those events automatically.
Some Sample examples of useful Workflows
Tagging Leadership Meetings
WHEN: When event is created
IF: Event Title contains “Strategic”
THEN: Add Tag “Leadership”
Tracking Populus meetings
WHEN: When event is created
IF: Event Attendee Count is greater than “5”
THEN: Add Property “Populus”
Counting Lengthy events
WHEN: When event is created
IF: Event Duration is greater than “1”
THEN: Add Tag “Lengthy”