Automation

Automation fundamentals

Terms

7 terms

  • Action

    An action in automation is a single step a workflow performs after a trigger fires, such as sending a message, updating a record or calling an…

  • Automation

    Automation is the use of software or machines to run defined tasks and processes with little or no human effort, under rules and with predictable results.

  • Condition

    A condition in automation is a logical test inside a workflow that decides, from current data, whether an action runs or which branch the process takes.

  • Trigger

    A trigger in automation is the event, schedule or signal that starts a workflow run, defining when automated actions begin and which data they receive.

  • Workflow

    A workflow in automation is a defined sequence of triggers, actions and conditions that moves work from a starting event to a predictable outcome.

  • Workflow automation

    Workflow automation is the use of software to run a defined sequence of business tasks automatically, driven by triggers, conditions and actions.

  • Workflow state

    Workflow state is the stored record of where a running automation workflow stands, including its current step, variables, status and completed actions.