Using the Workflow Agent to create workflows

You can use prompts to generate workflows that you can customize to meet your business needs.

The Workflow Agent, based on the prompts that you enter, reviews best practice workflows to find a best-fit match.

Best-practice workflows are workflow templates that were created by Oomnitza to complete common complex business processes such as onboarding and offboarding users, decommissioning assets, and so on. 

If you want to automate less complex business processes such as updating records automatically when they are added  or modified, check out Update block: Overview, or Creating workflows: Introduction, or search the Help Center. 

To access the Workflow Agent, it must be enabled in your instance. Contact your Customer Success Representative. 

Procedure

1. Click Configuration.
2. Click Workflows.
3. Click Workflow Agent.
4. Enter a prompt. Workflow Agent, based on your prompt, will review the best practice workflows to find a match. If successful, a workflow is generated.
5. Review the workflow.
   1. Hover over the Begin block and click Edit . Modify the rules, if necessary, for targeting the records that you want to update such as asset records that have a status of Deployed and that have a location of San Francisco. Remove rules that don't apply. Check the option selected for Actions because that determines whether a workflow is triggered when the workflows runs - for new, or edited, or new and edited records, or on a schedule. Don't forget to click SHOW IN LIST VIEW to ensure that you are targeting the correct records.
   2. Review the other blocks in Edit mode to ensure that they meet your business needs.
   3. On the Information tab, enter a meaningful name and description.
6. Save and validate the workflow.