Automation Overview
The Workflow Automation system allows you to build powerful, visual "if-this-then-that" processes. You can automate tasks like sending payment reminders, notifying students of live classes, and assigning tags—all running entirely in the background.
The Automation Dashboard
Navigate to Dashboard > Automation. The main screen provides a high-level view of your platform's automated processes.
- Stats Overview: The top cards display your total workflows, the number of currently active workflows, total historical executions, and scheduled tasks.
- Filter Tabs: Use the tabs to filter your workflows by status: All, Active, Draft, or Paused.
- Quick Actions:
- Browse Templates: Jump to the pre-built templates library.
- Create Workflow: Start building a custom automation from scratch.
Managing Existing Workflows
Each workflow in your list has a status badge and an options menu:
- Activate / Pause: Workflows only run when set to
ACTIVE. You can pause them at any time to temporarily stop them without losing their configuration. - Duplicate: Create an exact copy of a workflow. This is useful for testing modifications without affecting a live process.
- Run Now (Trigger): Manually execute a workflow immediately. This is helpful for testing or forcing an update.
- Delete: Permanently remove the workflow.
Workflow Statuses
| Status | Meaning |
|---|---|
| DRAFT | The workflow is being built and will not execute. |
| ACTIVE | The workflow is live and actively listening for its trigger. |
| PAUSED | The workflow is temporarily disabled. |
| ARCHIVED | The workflow is retired but preserved for historical records. |