Automation: Sending email on custom conditions

Automation: Sending email on custom conditions

In GoodFlow, email  automation allows you to send automatic, dynamic emails. The email can go to any email collected in the Perform to a static one like ceo@yourcompany.com as defined.
In the Email body, you can add fields from the tasks of the workflow, so that the email recipient have enough data in the email. 

Email automation  is  available in the Trigger section inside the workflow builder
. To set up a email automation for a workflow, click on the workflow and do the following -

  1. Click 'Edit Flow' button at the top right section and you will be inside
  2. Click on the 'Triggers' option at the top and click on 'Add trigger' button on the pop-up.



  3. The trigger panel will open from the right side.
  4. Add Origin: The email will trigger at this point. Like completion of a task, or on change of a task field value.


  5. Add conditions: Define which conditions need to be met before the E-mail triggers. You can put AND OR logics on task completion/reopening, field values and the E-mail will trigger only if those conditions are met at the defined origin.



  6. Add the trigger Effect as Email:
    a. Select the trigger effect as 'E-mail' from the dropdown.
    b. Click in the 'To', 'CC', 'BCC' fields and the fields from the tasks will appear in the form of a drop-down. Select the desired field which is for email capture. Also you can type in a static email and press 'Enter' to add that email.
    c. There is a Rich text field to add your email body. In that email template, you can provide dynamic values form the workflow,  press '[' , i.e. first square/box bracket and the fields from the tasks will appear in the form of a drop-down. You can also type in to filter the results like this - [Manage and the [Manager's Email] will appear. Select the desired field. 


Once done, add or update the Trigger and you must publish the workflow in order to make the E-mail automation work.