topic Workflow for company notifications in Tickets & Conversations

Workflow for company notifications

esealpha — Wed, 15 Mar 2023 20:14:17 GMT

I am trying to come up with a workflow that will allow us to distribute company-wide announcements in the event of an emergency.

One person will do...something. Fill out a form, send an email etc. which will trigger a workflow.

This email or form or whatever will have some text that states "Due to inclement weather, Branch ABC and Company XYZ will be closed on Monday, March 13."

Then the workflow will set Sakari (or similar) to send a text message to all employees.

I feel like this SHOULD be easy, but I'm having a VERY hard time piecing it together.

Re: Workflow for company notifications

kvlschaefer — Thu, 16 Mar 2023 11:44:16 GMT

Hi @esealpha,

Thank you for reaching out to the Community!

Let's invite a few of our community experts to see if they have advice.

Hi @jforte, @Aakar, @deepikaverma - Do you have any workflow tips for @esealpha's use case?

Thank you!

Best,

Kristen

Re: Workflow for company notifications

deepikaverma — Fri, 17 Mar 2023 07:24:38 GMT

Hi @esealpha ,

Happy to help you!

You can trigger your workflow on the basis the property which stores this information : Due to inclement weather, Branch ABC and Company XYZ will be closed on Monday, March 13
And then in actions add your message details.

Please let me know if you are tryiong to achieve something else

Thank you!

Re: Workflow for company notifications

deepikaverma — Fri, 17 Mar 2023 07:25:43 GMT

@kvlschaefer , Thank you for tagging me in this query. Happy to help!