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WORKFLOWS

About Workflows​

A workflow is an automated series of steps or actions within SwitchBase that streamlines a process.

Think of it as a set of rules to make SwitchBase do a job for you automatically. Instead of a user manually completing a series of repetitive tasks—like sending a notification, changing a status, and creating a report — a workflow automates these steps to happen instantly when a certain condition is triggered.

For many Venues, Workflows may not be necessary. So, when you click the Workflows option, you'll be greated with this message:

No flows

Need a workflow?

Let's Discuss Workflows​

  • Workflows can eliminate manual steps, reduce human error, and ensure consistent processes are followed every time.

  • To discuss a Workflow for your venue, contact your SwitchBase Account Representative who can connect you with the Engineering group to talk through the Workflow.

Example Workflow​

As an example, this workflow conducts various error checking routines to ensure data accuracy on our end. It's very techie, but very helpful in saving time for our team:

sample

Let's look underneath by clicking Edit. Each Workflow will list these Details:

  • A. Workflow Details →
  • B. Workflow Triggers →
  • C. Workflow Variables →
  • D. Workflow Steps →
  • E. Run History →

sample 2