How to Create a Workflow (Automation)

Atarim’s Workflow Automation makes a massive difference when it comes to streamlining workflows, and improving the efficiency with which teams work and communicate.

Our Workflow automation tools are a little like having the world’s most responsive, reliable, and efficient personal assistant handling all of the administration and management of communications. Things just get done. Promptly.

You can automate your workflow in Atarim by setting up triggers and actions that respond to specific events. This eliminates manual work and ensures that tasks move forward efficiently.

The automations in Atarim are broadly categorized on the basis of their functionalities:

• Feature
• Comment
• Priority
• Task
• Tag
• Status
• Incoming Email

Each category has specific triggers and actions that you can configure to suit your workflow needs.

This documentation will walk you through the process of creating workflow automation in Atarim, integrating your favorite tools, and customizing solutions to meet your unique business needs.

Adding Automation Rules

Automation rules in Atarim are based on triggers and actions, i.e., you need to define an action that will be performed automatically when a certain condition (trigger) is met.

Here’s how you can set up an automation in Atarim:

1. Navigate to Workflows: Log in to your Atarim dashboard and click on the Workflows button in the left menu.
2. Create New Rule: On the Workflows page, you can pick one of the existing rules from the list in pre-defined categories, or create a custom rule as per your requirements.
3. Set Triggers and Actions: On the next screen, you need to set a trigger and the action that you want to perform.
   • Trigger: Select an event that will start the automation (e.g., task added, comment added, task status changes).
   • Action: Define the action that should take place when the trigger event occurs (e.g., change task status, notify team members, add task to ClickUp).

4. Review Automation: Once you have defined the triggers and actions for your automation, you will see a description of this automation in plain English at the bottom of your screen.
5. Save Automation: After verifying the details, you can save the trigger by clicking on the “Create Automation” button. This will redirect you to a new screen where you can see all your existing Automations.

Automation Categories

1. Feature

‘Feature’ is a generic category that contains automations which are designed to manage certain actions and functionalities specific to Atarim. These automations ensure that key features are activated or adjusted based on certain triggers.

For example, you can create an automation workflow to notify the development team, and add the feature request to the project backlog when a new feature is requested.

2. Comment

‘Comment’ automations focus on managing feedback and comments left by team members or clients. These automations help keep track of comments and ensure that they are addressed promptly.

For example, you can create an automation workflow to change the task status to pending review when a comment is added.

3. Priority

‘Priority’ automations handle tasks based on their urgency or importance, and allow you to stay on top of your tasks. By automating priority settings, you can ensure that critical tasks are given the attention they need immediately.

For example, you can create an automation workflow to notify the assigned person(s) and forward the email to the relevant stakeholders when task urgency changes to critical.

4. Task

Task automations manage the creation, updating, and completion of tasks in the Atarim dashboard. These automations help streamline task management, making sure tasks are tracked and progressed efficiently.

You can use these automation workflows to add a task to ClickUp, and notify the assignee when a task is added in the project.

5. Tag

Atarim allows you to use tags to manage and organize your tasks. These tags can also be used with automations to set triggers, automating the handling of tagged tasks, and making sure they are processed appropriately.

For instance, you can add a tag to a task so that a corresponding task is automatically created in Jira, Basecamp, or any other platform supported by Atarim.

6. Status

You can use the status of a task as trigger to set automations in Atarim. These automations help ensure that status changes trigger appropriate actions, keeping the workflow smooth and transparent.

For example, you can create an automation workflow that creates a task in Trello, and then notifies the assignee when the task status changes to in-progress.

7. Incoming Email

Atarim also allows you to manage tasks and notifications via email. This deep integration provides you with a great deal of flexibility in creating and managing automations that are triggered automatically by an incoming email.

By automating the response to incoming emails, you can ensure that email-based tasks are tracked and handled promptly.

For example, you can create an automation workflow to create a task in Basecamp and notify the relevant person(s) by forwarding the email with relevant information.

Creating Custom Automations

At Atarim, we understand that every business has unique needs, and that’s why we provide the ability to create custom automations and functionalities to enhance your unique workflow.

If you can’t find an automation that suits your needs, then you can easily create a new automation with just a few clicks.

To create a custom integration, click on the “Custom Automation” button on the top right of your screen, which will take you to a new screen.

Here you can click on the “Trigger” text box and select any option from the drop-down menu to create your trigger. To further customize it, you can also add custom conditions that will be checked when the automation runs.

Next, you need to define the action that you want to perform. Select the “Action” text box and pick your desired action from the drop-down menu. Once you have selected the action, you can click on “Create Automation” to save it.

Getting Support From Us

Atarim provides a powerful platform to streamline your workflow, integrate your favorite tools, and enhance collaboration within your team. By setting up automation rules, you can leverage the power of several different integrations and maximize productivity – allowing you to focus on delivering your best work, and without ever needing to leave your Atarim dashboard.

If you have any questions or need anything in general, you can always reach us through support@atarim.io where we are always happy to help!