Overview

Workflows are the heart and soul of MindCloud, giving you the freedom and ability to make virtually any connection possible.

A workflow can be easily defined as:

“A series of steps that extract, manipulate, and use data within one or more applications.”

While that might sound vague and open-ended, that’s because it is.

Some examples of what a workflow can do are:

• Extract data from one system, manipulate it, and insert into another

• Start based on a webhook linked to a button on a website, and use the data in the webhook to trigger a phone call from an AI-powered agent

• Receive data from one source, and send Slack messages based on the content of that data

• Push and sync products from an ERP to an ecommerce platform

A workflow fundamentally has only two parts:

Triggers

Triggers are what start a workflow, whether via webhook, a schedule, or another workflow

Actions

Actions are the heart and soul, where each step is clearly defined and configured to take action. Actions can be:

1. Application steps (steps that are part of an application)

2. Utility steps (steps that are part of the workflow function itself, such as loops or condition statements)

3. Mappers (steps that allow you to manipulate, combine, or otherwise adjust the output of one or more steps)

Recipes

Recipes are pre-built workflow templates that you can use to automate the generation of workflows based on pre-defined use cases, accessible from either your home screen or the Recipes tab.

Additional Capabilities

Additional capabilities and options related to Workflows include:

1. Overview: The Overview tab within a workflow is a place where you can describe the function of a workflow for future reference, and to provide any needed context.

2. Memory: Values that can be set and used within a workflow (beyond the scope of an individual workflow run) or further within other workflows.

3. Functions: Functions are a special type of workflow that act as apps within your environment, allowing you to achieve more complex actions and to re-use functionality that built.

4. Locking: Workflows can also be locked, ensuring that you don’t make accidental changes when reviewing or operating the workflow.

5. Logs: Each workflow has logs retained for every run, for a duration of 7 days. Each log contains an exact record of each step of each time the workflow ran. You have the ability to step through each run of the workflow and observe the data at each point, for record and for debugging if a workflow is not functioning as expected. You can use the slider to step through the entirety of the running of the workflow.