When you are creating different apps in DronaHQ Studio you might have come across scenarios where you have certain repetitive tasks like triggering an email when a new product is added or meeting reminder email to the sales team and so on. The platform offers different functionalities like creating automation to simplify repetitive processes and schedule your activities.
Studio offers the Automations feature to automate repetitive tasks. The process is simple, you define an event that will trigger the repetitive task and then define the action or workflow for the necessary tasks.
You can find Automations on the left side navigation bar on your Studio homepage.
You can see the Automations dashboard where all your automations are listed. Now if you want to create a new one, click +Automation. There are two steps in the automation process, first, define When this happens i.e. the trigger and then Do this i.e define the workflow.
Defining When this happens
There are three types of automations:
- Scheduler based: The scheduler based automations are workflows that are scheduled to be repeated at a particular time like daily at a stipulated time, on specific days of every week, monthly, yearly.
- Sheets based: The sheet based automation triggers when either of the sheet actions, add record, update record, or delete records are performed.
- Webhook based: The webhook based automation is useful to get notified whenever an event occurs in a third party service. Automations now provide webhooks REST API, which can be registered to an external service and get notified in an event of change happening there. This in turn can be used to trigger an action.
Based on the type of trigger you need to define the action or the workflow to be executed. Configuring a workflow involves the following steps:
- Select an App and the respective workflow
- Configure the action inputs which lists out the input controls from the selected workflow. Typically, for a Scheduler trigger type, only static values can be given to the controls as inputs. However, for other trigger types, either static values can be provided or respective trigger keys can be mapped. It can also be columns in case of a sheet trigger or json keys in case of webhook trigger.
- Before finally saving the automation, you can test the automation by clicking on the test button. Based on the trigger selected, there will be test values selected. These selected values will be used to provide test values mapped to the control inputs.
- After you are satisfied with the setting and the test results you can save the automation.
Now for the automation to be triggered as planned, you need to make sure that the automation is Live. Toggle on or off to set the Automation status.
You can also make use of Zapier for more automation options. For more options, under Automations, at the bottom of the Automations page, click Connect using Zapier.