Creating Automations
How to create and manage automated workflows in BuildBetter
Automation Overview
BuildBetter’s automation system allows you to:
- Create trigger-based workflows
- Automate routine tasks
- Connect with external tools
- Schedule recurring actions
Automation Structure
Triggers
Events that start workflows
Actions
Tasks executed in response
Trigger Types
Event Triggers
- New recording
- Signal detected
- Document created
- Chat activity
- User actions
Schedule Triggers
- Time-based
- Recurring
- Calendar events
- Custom intervals
Action Types
Creating Workflows
Select Trigger
Choose what starts the automation
Configure Conditions
Set rules and filters
Define Actions
Specify what happens
Test & Enable
Verify and activate
Workflow Conditions
Filter Criteria
- Signal properties
- Data values
- Time conditions
- User attributes
Logic Operations
- AND/OR rules
- NOT conditions
- Complex filters
- Custom logic
Test automations thoroughly before enabling them in production.
Advanced Features
Branching Logic
Create conditional paths
Parallel Actions
Execute multiple tasks
Integration Options
Connected Systems
- CRM platforms
- Project management
- Communication tools
- Analytics services
Data Flow
- Bidirectional sync
- One-way push
- Data transformation
- Field mapping
Ensure proper authentication and permissions for integrated services.
Best Practices
Workflow Design
- Start simple
- Test thoroughly
- Document clearly
- Monitor performance
Error Handling
- Define fallbacks
- Set notifications
- Log errors
- Recovery steps
Common Use Cases
Workflow Management
Organization
- Folder structure
- Naming conventions
- Version control
- Documentation
Monitoring
- Activity logs
- Performance metrics
- Error tracking
- Usage statistics
Use descriptive names and add comments to document workflow purpose and logic.
Troubleshooting
Check Triggers
Verify trigger conditions
Review Actions
Test action execution
Monitor Logs
Analyze error logs
Update Config
Adjust settings as needed
Performance Considerations
Optimization
- Minimize actions
- Batch operations
- Cache data
- Rate limiting
Resource Usage
- API quotas
- Processing limits
- Storage usage
- Concurrent runs
Regular workflow maintenance ensures optimal performance and reliability.