Workflows
New WorkflowNew Customer Alert
ActiveData Source: Customer Database
Trigger:
When a new customer is added to the database
Condition:
If the customer's purchase is over $500
Action:
Send an email notification to the sales team
Low Inventory Warning
ActiveData Source: Inventory Spreadsheet
Trigger:
When inventory is updated in the spreadsheet
Condition:
If any product quantity falls below 10 units
Action:
Create a restock task in the task management system
Weekly Sales Report
InactiveData Source: Sales Database
Trigger:
Every Monday at 8:00 AM
Action:
Generate a sales report PDF and email it to the management team