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Workflow Types Overview

BuildBetter supports various workflow automations:

  • Meeting follow-ups
  • Signal-based tasks
  • Team collaborations
  • Project tracking
  • Customer engagement

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Meeting Follow-up Workflow

1

Trigger Configuration

trigger:
  event: "meeting_ended"
  conditions:
    duration_min: 15
    participant_count: ">2"
    types:
      - customer_meeting
      - sales_call
      - support_session
2

Automated Actions

actions:
  - generate_summary:
      format: "structured"
      include:
        - key_points
        - action_items
        - decisions
  - create_tasks:
      source: "action_items"
      assign_by:
        owner: "meeting_host"
        mentions: "context_match"
  - send_notifications:
      to: 
        - participants
        - stakeholders
      channels:
        - email
        - slack
3

Follow-up Schedule

schedule:
  summary_delivery: "immediate"
  task_creation: "within_1h"
  reminders:
    initial: "+1d"
    follow_up: "+3d"
    escalation: "+1w"

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Signal-Based Workflows

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Project Management Integration

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Task Synchronization

task_sync:
  platforms:
    - jira:
        project: "CX"
        issue_type: "Task"
    - asana:
        workspace: "Customer Success"
        project: "Feedback"
    - github:
        repo: "product-feedback"
        labels: ["customer-request"]
  mapping:
    priority:
      high: ["P1", "urgent"]
      medium: ["P2", "normal"]
      low: ["P3", "backlog"]
    status:
      new: ["To Do", "Open"]
      in_progress: ["In Progress"]
      completed: ["Done", "Closed"]

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Automation Rules

automation_rules:
  task_creation:
    - source: "meeting_action"
      template: "standard_task"
      fields:
        - title
        - description
        - due_date
        - assignee
    - source: "signal_alert"
      template: "urgent_review"
      fields:
        - priority
        - impact
        - timeline

Test workflow automations thoroughly before enabling them in production.

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Team Collaboration

Task Assignment

assignment_rules:
  method: "smart_routing"
  factors:
    - expertise_match
    - workload_balance
    - availability
    - time_zone

Progress Tracking

tracking:
  metrics:
    - completion_rate
    - response_time
    - quality_score
  alerts:
    - overdue_tasks
    - blocked_items

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Custom Workflows

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Customer Onboarding

onboarding_workflow:
  stages:
    - welcome:
        tasks:
          - send_welcome_email
          - schedule_kickoff
          - setup_workspace
        duration: "2d"
    - setup:
        tasks:
          - technical_setup
          - initial_training
          - configuration
        duration: "5d"
    - review:
        tasks:
          - usage_check
          - feedback_collection
          - adjustment_plan
        duration: "3d"

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Quarterly Business Review

qbr_workflow:
  preparation:
    - collect_metrics:
        timeframe: "90d"
        metrics:
          - usage_stats
          - engagement_scores
          - support_tickets
    - generate_reports:
        types:
          - executive_summary
          - detailed_analysis
          - recommendations
    - schedule_meetings:
        participants:
          - customer_team
          - account_manager
          - success_team

Customize workflow templates based on your team’s processes and requirements.

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Best Practices

1

Design Phase

Map out process flow and dependencies

2

Configuration

Set up triggers and actions

3

Testing

Validate workflow logic

4

Deployment

Roll out gradually and monitor

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Error Handling

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Performance Optimization

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Resource Management

resource_config:
  concurrency: 50
  rate_limits:
    tasks_per_minute: 100
    workflows_per_hour: 1000
  queuing:
    priority_levels: 3
    timeout: "30m"

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Efficiency Settings

optimization:
  - batch_processing
  - smart_scheduling
  - resource_pooling
  - caching_strategy
monitoring:
  - execution_time
  - resource_usage
  - queue_length
  - error_rates

Monitor workflow performance and adjust configurations for optimal efficiency.

Regular workflow audits help maintain automation effectiveness and reliability.