Set up a workflow with autopilot

Autopilot Module

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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.

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 Status: Indicates if the workflow is active or it’s a draft (unpublished).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