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Create an Automated Workflow

Automate your reports with workflows.

Mick Devine avatar
Written by Mick Devine
Updated over 5 months ago

Workflows allow you to save time by automating tasks such as generating and delivering report bundles to your email inbox. You can manually start a workflow or have it automatically triggered at a scheduled time.

For further information on workflows, please see:

Create a Workflow

  1. Navigate to Settings -> Workflows then click New Workflow.
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  2. Enter a name in the Name of your workflow field.

    Adding a new workflow and giving it a unique name

  3. Click ADD ACTION to add the first automated action to your workflow.
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  4. Select an action from the dropdown and configure its properties.
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    Tip:💡you can add more actions/steps after you save the workflow. ​

    1. Generate & Send report bundle

      1. Choose the Report Bundle you would like to send.

      2. Choose Last Month or This Month to determine what report period will be used in your bundle.

      3. Choose PDF or Excel as the format the report will be attached in.

      4. Enter Send to email address, separate with semi-colon; only, no space.

      5. Click SAVE ACTION

        Adding the first action to send a report bundle

    2. Sync Data with Accounting System
      ⚠️ An automated sync already runs daily, so this would force an additional sync and may not be required.

      1. Choose an Organisation to sync

      2. Click SAVE ACTION
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  5. You can optionally add a schedule to automate the workflow on the chosen schedule.
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    ​Tip:💡you can add additional schedules after you save the workflow. ​
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    1. Select Schedule this workflow

    2. Configure the Monthly or Weekly schedule
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  6. Click ADD WORKFLOW
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    Adding the first schedule to automate the workflow fortnightly


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