In DailyBot, a workflow is an operation comprised of triggers and actions that help you automate something at work. Learn more about the concepts that you'll find when implementing one in the web app:
Contents
1️⃣ Triggers
2️⃣ Actions
3️⃣ Target
4️⃣ Variables
1️⃣ Triggers:
Triggers are events that tell DailyBot to do something. When a workflow is "triggered," some event that you previously chose just happened, and DailyBot noticed. Essentially, all workflows start with an event that triggers an expected action.
⏰ IF something happens (your event)
⚡ tell DailyBot to DO something else (expected action)
DailyBot comes with 15 built-in triggers to help you build automations. Let's see what these are:
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User runs a shortcut/command
You can use one of the custom commands you've created to trigger a workflow.
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Scheduled Task is triggered
Use cron expressions to trigger a new workflow in the time or frequency you desire.
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User completes a check-in
Every time a check-in participant completes their report by chat or web, this event will be triggered.
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User reports a blocker in a check-in
Every time a check-in participant completes their report by chat or web, AND their report contains a blocker, this event will be triggered.
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Form received new response/record
Every time a user fills out one of your forms, this event will be triggered.
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Form record is updated
Every time a user edits a response they previously gave you in one of your forms, this event will be triggered.
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Form record is approved
Every time a user fills out one of your forms with approval flow, and one of the selected people approves their request, this event will be triggered.
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Form record is denied
Every time a user fills out one of your forms with approval flow, and one of the selected people denies their request, this event will be triggered.
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Another Workflow has finished
You can nest your workflows (!) and use the end of one workflow to trigger another.
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Activity logged in DailyBot
With the help of our native integrations, you can ask DailyBot to trigger a workflow every time it captures new activity from one of these integrations. You can choose between:
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- Code push
- Pull request created
- Pull request merged
- Task created
- Task updated
- Task status updated
- Task item checked
- Worklog created
- Project released
- Sprint closed
- Custom activity via API
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Event sent to Workflow Trigger API
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Kudos given by any person
This event will trigger a workflow any time someone gives kudos, regardless of the destination, message, or team value you choose.
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User is added to this organization
Every time a new user is activated in your organization, this event will be triggered.
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User is added to a team
Every time someone adds someone else to a team in your organization, this event will be triggered.
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User is removed from a team
Every time someone removes someone else from a team in your organization, this event will be triggered.
2️⃣ Actions
Actions are operations that you can run after your initial trigger. When a workflow is "triggered," DailyBot prepares the list of actions that you previously chose to execute it, in order, until the full process is completed. Essentially, all workflows need an action to perform after a trigger.
⏰ Every time your chosen event is triggered
⚡ DailyBot performs a set of actions
DailyBot comes with 5 built-in actions to help you automate processes. Let's see what they are:
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Send a chat message
This action sends a message to user DMs or channels using DailyBot in chat. These users can be handpicked in advance, or selected dynamically according to the context of the workflow when someone triggers it.
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Send an email message
This action sends an email to DailyBot users or external email addresses that you specify.
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Trigger custom command
This action runs one of your custom commands and sends the output to specific channels or DMs of your choice.
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Select random Form record
This action picks a random entry from one of your forms, so you can use it in the next action.
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Insert Form record
This action creates a new entry in the form of your choice.
3️⃣ Target
Targets are the places and people that are part of your workflow. When a workflow is "triggered," you can choose the specific places where you want your action to happen, as well as the people that should be impacted by said action.
⚡ DailyBot performs an action within your workflow
🎯 A specific place in your chat (or somewhere else) and some people are impacted
DailyBot comes with 6 different targets to help you target your actions:
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Channels / spaces
DailyBot allows you to send actions to specific channels (both public and private). In private channels, DailyBot must be invited to these channels before they can be used in a workflow.
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People or teams
Eligible actions come with a dropdown where you can pre-select active DailyBot members as well as teams inside your DailyBot organization. For instance, if your action is "Send a chat message," these people or teams will receive your message every time the workflow is triggered.
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User involved in this flow
This target option is dynamic in regards to who triggers your workflow. You can choose between:
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- The workflow owner
- The user who caused your workflow to be triggered
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Custom emails
This target option allows you to send emails to external (or not-email-identified) DailyBot users.
4️⃣ Variables
Variables are placeholders you can use in your messages to dynamically introduce a piece of information to your workflow. They have the form {{variable_name}}
and you can pull up the list of working variables by simply typing {{
in the message box of your workflow action.
Need assistance with your workflows? Our support team is always ready to help. Send us a ticket →
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