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Why use Workflows with essensys Operate?
Why use Workflows with essensys Operate?

How Workflows Help You be More Efficient in essensys Operate

Alex Taylor avatar
Written by Alex Taylor
Updated over a week ago

Workflows are a great tool to automate your organisation’s repetitive business processes: setting tasks and reminders, firing emails, approvals, even sending SMS alerts!

In Operate there are 2 types of workflow that you can create:

  1. Standard Workflows - which trigger actions as soon as the rules are met (i.e. upon saving a record meeting these rules)

  2. Time Based Workflows - which trigger actions a number of minutes, hours or days before or after a specified date and time field, if the evaluation rules are met (e.g. 10 days after a record has been created or 60 days before an end date)

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