Getatlas Wrflu6qp3b

Stackby

Stay updated on the status of all your company's support tickets.

Customer portal

Stackby's workflow automation offers a powerful way to automate tasks and processes. At the core of workflow automation are triggers and actions. Triggers initiate the workflow by recognizing a specific event, while actions carry out the defined steps based on the trigger. Understanding how to use triggers and actions effectively is key to building powerful and efficient workflows. 

  Triggers when a new row is added to your spreadsheet.

  Triggers when a specific cell's value changes.

  Triggers at a specific time or interval (e.g., daily, weekly). 

  Triggers when a webhook notification is received from an external application.

  Modify the value of a cell based on the trigger or data.

  Add new rows to your spreadsheet with calculated data or based on the trigger.

   Send emails or Slack messages to inform users of changes or events. 

  Calculate data using formulas based on trigger data or other cell values. 

  Create new tasks in your task management system based on trigger information.

  A simple workflow may involve a single trigger and one or two actions.

  You can build intricate workflows with multiple triggers and actions, adding conditions and branching to create complex, automated processes. 

  Use "If/Then/Else" logic to create workflows that make decisions based on certain criteria. For example: "If a task's status is 'Complete,' then update the 'Completed Date,' otherwise, do nothing." 

By understanding the different triggers and actions available in Stackby, you can build powerful workflows that automate tasks, enhance productivity, and unlock the full potential of your data. Experiment with different combinations of triggers and actions to create tailored solutions that fit your specific workflow needs.

Explore the various triggers and actions available in Stackby workflows and learn how to combine them to automate complex processes.

Using Triggers and Actions

While Stackby's workflow builder is designed to be intuitive, sometimes workflows encounter issues or don't function as expected. This article will guide you through common troubleshooting techniques and debugging strategies to help you identify and fix problems with your workflows.

By following these troubleshooting steps and using the debugging tools available in Stackby, you can effectively identify and fix errors in your workflows, ensure that they function correctly, and harness the power of automation to improve your productivity.

Discover tips for debugging and troubleshooting workflow issues, ensuring your automations run smoothly.

Debugging and Troubleshooting Workflows

Stackby's automation engine empowers you to build custom workflows that automate tasks, streamline processes, and save you time.  Workflows automate repetitive actions, connect your spreadsheets to other tools, and create complex, data-driven processes that enhance your productivity. This article will guide you through the process of creating your own custom workflows in Stackby.

 Example Workflow:  Automating Task Assignment

 You have a spreadsheet tracking project tasks, and when a new task is added, you want to automatically assign it to the appropriate team member.

 "New Row Added" to the task list spreadsheet.

  "Update Cells" to assign the task to the team member based on the project type specified in the new row.

  Automate repetitive tasks and processes, saving time and reducing errors.

  Use triggers and actions based on real-time data to make better decisions and manage your workflows more effectively.

  Streamline workflows, improve collaboration, and increase productivity.

  Tailor workflows to fit your unique needs and specific data models. 

By creating custom workflows, you can leverage Stackby's automation engine to enhance your productivity and create seamless, data-driven processes.  Explore the possibilities of workflow creation and unlock the potential for automating your tasks.

Learn how to create automated workflows in Stackby to simplify repetitive tasks and improve efficiency.

Automation

Using Triggers and Actions

Debugging and Troubleshooting Workflows

Creating Custom Workflows