Set up a workflow with autopilot

Autopilot Module

We are excited to announce an upcoming enhancement to our platform. This advanced module is designed to simplify and automate repetitive tasks on our platform, allowing you to streamline processes such as generating reports and sharing them on a recurring basis.

Composition of the module

Feature Breakdown

1. Autopilot Table:

   • The table will display the list of workflows you and your team have created displaying relevant data about each workflow.

     

     • Rows:

       1. Workflow Name: Name of the workflow.

       2. Status: Indicates if the workflow is active or it’s a draft (unpublished).

       3. Last Triggered: Date of the last report generated.

       4. Creation Date: Date the workflow was created.

       5. 2 icons: Options to:

          • Edit Icon: Clicking it will open the modal to rename the Workflow.

          • Delete icon

     • Pagination: List will show 10 flows per page with pagination for easy navigation through multiple workflow.

2. Create Workflow:

   

   • The flow builder will allow you to define the workflow.

     • Header:

       • Name of the flow.

         • Renaming name by clicking in the pencil.

       • Publish and Delete buttons.

         • Every workflow will be saved as draft until published.

     • Three configurable nodes: When clicked, these nodes will open their configuration tab.

       • Recurrence

       • Create a new report

       • In app notification

Recurrence (When and how often the workflow triggers)

How it Works:

1. You select the recurrence node.

2. You select the repeating period from dropdown:

   1. Weekdays: Monday to Sunday.

   2. Months: First day, 15th day, or last day.

   3. Quarter: First or last day of the quarter.

   4. Year: Specific dates like January 1st, June 30th, etc.

3. Time: A dropdown will let you select the specific time for the trigger.

4. Ends: When does the workflow finish.

Automatic Filter: The selected recurrence will automatically create a time-based filter, ensuring reports are generated with feedback from the correct time frame.

Create Report (set the report to be automated)

How it Works:

1. Report Generation: You can select from two types of reports:

   1. Pre-filled Report: Created with all the feedback matching the chosen filters and recurrence.

   2. Master Report: This is based on a template (master report) and filled with feedback that matches the recurrence settings.

      • Master report dropdown: Allows you to select from all master reports across their organization.

2. Report Name: You can rename the generated report.

3. Report Type: Public, Private, or Master.

4. Report Filters: Choose the filters you want to apply to the report.

5. Folder: Option to select where to store the report.

In App (who to notify)

How it works

1. Select any colleague in your or yourself to send a notification once the report is created.

2. Receive the notification in the notification center and open your report from there.